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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-07 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm To City | Philadelphia | PA | 08/2023 | 09/2024 |
| Red Hook | Philadelphia | PA | 07/2023 | 10/2023 |
| Yonder Coffee | Durham | NC | 12/2022 | 05/2023 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2019 | 12/2022 |
| Perennial | Chapel Hill | NC | 08/2019 | 12/2019 |
| White Oak Coffee, Tea, And Juice | Cary | NC | 05/2018 | 01/2019 |
| Smoothie King | Greensboro | NC | 09/2017 | 03/2018 |
| Ninth Street Bakery | Durhamn | NC | 07/2020 | 01/2021 |
| Liturgy | Durham | NC | 03/2022 | 11/2022 |
| Cloche Coffee | Durhamn | NC | 08/2021 | 03/2022 |
| University Of North Carolina At Greensboro | Greensboro | NC | 08/2017 | 05/2019 |
| Temple University | Philadelphia | PA | 08/2016 | 05/2017 |
| Crema Coffee And Bakery | Cary | NC | 07/2019 | 08/2019 |
| Unemployed | Philadelphia | PA | 09/2024 | 02/2025 |
| Unemployed | Vienna | VA | 09/2012 | 09/2017 |
| Unemployed | Cary | NC | 05/2019 | 07/2019 |
| Cetera Advisor Networks | El Segundo | CA | 02/2025 | 03/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2025 | 11/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Exton | PA | 02/2026 | 07/2026 |
| Self-Employed | Philadelphia | PA | 12/2025 | 01/2026 |
| Bank Of America, N.A. | Exton | PA | 05/2026 | 07/2026 |
| Equitable Advisors, Llc | New York | NY | 07/2026 | Present |
| Brian Sharkey | Bala Cynwyd | PA | 07/2026 | Present |
-Registered Assistant for Equitable FP Brian Sharkey, beginning 7/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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