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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-05 |
| DE | RA | APPROVED | 2026-07-22 |
Branch Locations
10 Corporate Circle Ste 205, New Castle, DE 19720 • United States
12150 Monument Drive Ste 850, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2013 | 08/2017 |
| Bank Of America, N.A. | Pennington | NJ | 11/2013 | 08/2017 |
| Morgan Stanley | Blue Bell | PA | 09/2017 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 09/2018 |
| Adp, Inc. | Allentown | PA | 05/2023 | 12/2023 |
| Adp Broker-Dealer, Inc. | Allentown | PA | 05/2023 | 12/2023 |
| Unemployed | Blue Bell | PA | 10/2018 | 01/2019 |
| Ascensus Llc | Dresher | PA | 01/2019 | 03/2022 |
| Unemployed | Lafayette Hill | PA | 03/2022 | 05/2022 |
| Pcs Retirement Llc | Philadelphia | PA | 05/2022 | 09/2022 |
| Unemployed | Lafayette Hill | PA | 09/2022 | 11/2022 |
| Ups | King Of Prussia | PA | 11/2022 | 12/2022 |
| Unemployed | Lafayette Hill | PA | 12/2022 | 05/2023 |
| Citizens Secueities, Inc | Blue Bell | PA | 12/2023 | 06/2025 |
| Citizens Bank, N/A | Blue Bell | PA | 12/2023 | 06/2025 |
| Unemployed | Manheim | PA | 06/2025 | 04/2026 |
| Voya Financial Advisors | Manheim | PA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-15 |
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