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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-05-20 |
| PA | RA | APPROVED | 2025-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Camp Hill | PA | 10/2014 | 09/2016 |
| Pnc Investments | Pittsburgh | PA | 09/2016 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camp Hill | PA | 10/2018 | 08/2021 |
| Bank Of America, N.A. | Camp Hill | PA | 10/2018 | 08/2021 |
| Jp Morgan Chase Bank, N.A. | Newark | DE | 08/2021 | 05/2025 |
| J.P. Morgan Securities, Llc | Newark | DE | 08/2021 | 05/2025 |
| West Shore Young Professionals | Camp Hill | PA | 07/2020 | 05/2025 |
| The Vineyard At Hershey Llc | Middletown | PA | 11/2020 | 05/2021 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 05/2025 | Present |
| Taylormade Golf Company | Carlsbad | CA | 02/2025 | Present |
TaylorMade Golf Company Business is not investment related Business address: 5545 Fermi Ct, Carlsbad, CA 92008 Business nature: Golf club manufacturer Position: Lead club fitter Relationship w/ other business: Employee Start date: 02/15/2025 Hours per month: 20 Hours during trading hours: 0 Duties: Assist players with custom build golf clubs to help maximize their game.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-08 |
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