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192 Ballard Court Suite 400, Virginia Beach, VA 23462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Egg Harbor Township | NJ | 06/2025 | 12/2025 |
| The Ascent Group | Wayne | PA | 06/2026 | Present |
| Alera Group | Wayne | PA | 05/2026 | Present |
| Hardenbergh Insurance Group | Marlton | NJ | 12/2025 | 04/2026 |
| Unemployed | Egg Harbor Township | NJ | 04/2026 | 05/2026 |
| Drexel University | Philadephia | PA | 09/2021 | 06/2025 |
| Citrin Cooperman | Philadelphia | PA | 04/2024 | 09/2024 |
| Group One Trading L.P | New York | NY | 04/2023 | 09/2023 |
| The Haverford Trust Company | Radnor | PA | 04/2022 | 09/2022 |
| St. Augustine Prep | Philadelphia | PA | 06/2016 | 03/2022 |
| Osaic Wealth | Wayne | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2026-07-09 |
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