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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-14 |
Branch Locations
General Exchange Building 3532 James Street Ste. 108, Syracuse, NY 13206 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Newburgh, Buffalo, Mcguire Afb | NJ | 08/2022 | 09/2025 |
| Tompkins Cortland Community College | Dryden | NY | 08/2021 | 05/2022 |
| University At Buffalo | Buffalo | NY | 08/2023 | 05/2025 |
| Dryden High School | Dryden | NY | 08/2015 | 05/2021 |
| Lpl Enterprise | Syracuse | NY | 09/2025 | 06/2026 |
| Lincoln Investment | Fort Washington | PA | 08/2026 | Present |
Name: United States Marine Corps; Investment Related: No; Address: 4390 Texas Ave., Joint Base MDL, NJ 08640; Nature: Military; Title: Helo/Titrotor Dynamic Components Mechanic; Start: 8/22/2022; 24; 8; Duties: Assemble, Disassemble, inspect and Repair helicopter parts.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-11 |
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