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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Mount Laurel | NJ | 09/2016 | 02/2017 |
| Jacob Holtz Company | Lester | PA | 06/2014 | 09/2016 |
| Morgan Stanley Private Bank , N.A. | New York | NY | 11/2016 | 02/2017 |
| Raymond James & Associates, Inc. | Mount Laurel | NJ | 02/2017 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Conshohocken | PA | 03/2023 | Present |
| Bank Of America, N.A. | Conshohocken | PA | 05/2023 | Present |
Name of Business : Germantown Cricket Club Address: 411 West Manheim Street,Philadelphia, PA Nature of the Business: Other (unpaid) Position/Title: Finance Committee Member Investment Related:Yes Start Date: 11/29/2018 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: We look at the monthly statements and discuss areas of improvement from an expense standpoint for the club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-16 |
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