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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-06 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
100 Front Street, Suite 940, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Christian University | Ft Worth | TX | 08/2013 | 05/2017 |
| Unemployed | Dallas | TX | 05/2017 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 08/2017 | 08/2019 |
| Massmutual | Austin | TX | 08/2019 | 05/2021 |
| Mml Investor Services | Austin | TX | 08/2019 | 06/2021 |
| Goldman Sachs | Dallas | TX | 06/2021 | 01/2024 |
| Cerity Partners Llc | Philadelphia | PA | 01/2024 | 12/2025 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-21 |
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