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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-01 |
Branch Locations
354 W. Lancaster Ave. Unit 212, Haverford, PA 19041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacer Financial, Inc. | Malvern | PA | 07/2021 | 07/2022 |
| Boston College | Chestnut Hill | MA | 06/2017 | 06/2021 |
| St. Joseph's Preparatory School | Philadelphia | PA | 07/2013 | 05/2017 |
| Pacer Financial, Inc. | Malvern | PA | 08/2022 | 03/2026 |
| Osaic Institutions, Inc. | Meriden | CT | 07/2026 | Present |
| Unemployed | West Chester | PA | 04/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
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