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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-14 |
| PA | RA | APPROVED | 2025-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Newtown Square | PA | 09/2022 | 10/2023 |
| Massmutual Life Insurance Co | Newtown Square | PA | 09/2022 | 10/2023 |
| Delaware Valley Turf | Broomall | PA | 04/2022 | 08/2022 |
| Applebrook Golf Club | West Chester | PA | 04/2019 | 12/2020 |
| West Chester Mechanical | Aston | PA | 07/2014 | 01/2019 |
| Student | Largo | MD | 06/2020 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paoli | PA | 01/2025 | Present |
| Core Insurance Group Dba L.A. Anderson & Associates | Newtown Square | PA | 10/2023 | 01/2025 |
| Creative Financial Group | Newtown Square | PA | 09/2020 | 01/2023 |
| Bank Of America, N.A. | Paoli | PA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-13 |
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