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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-06 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
724 W Lancaster Ave, Wayne, PA 19087 • United States
224 Valley Creek Blvd Suite 200, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2018 | 10/2019 |
| Cabrini University | Radnor | PA | 08/2015 | 05/2017 |
| Royal Bank Of Canada | Conshohocken | PA | 09/2016 | 05/2017 |
| Helping Hand | Devon | PA | 05/2014 | 04/2018 |
| Charles Schwab & Co., Inc. | Allentown | PA | 10/2019 | 07/2022 |
| Charles Schwab Bank, Ssb | Allentown | PA | 10/2019 | 06/2022 |
| Pacer Financial, Inc. | Malvern | PA | 08/2022 | 10/2022 |
| Pacer Advisors, Inc. | Malvern | PA | 08/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 10/2022 | Present |
| Contemporary Staffing Solutions | King Of Prussia | PA | 11/2017 | 12/2017 |
| Wholesome Desi Llc | King Of Prussia | PA | 08/2017 | 05/2018 |
LACROSSE UNLIMITED / ARDMORE, PENNSYLVANIA / RETAIL SPORTINGGOODS STORE / NOT INVESTMENT RELATED / HOLD POSITION AS AS A PART-TIME SALES ASSOCIATE / START DATE 01-18-2018 / DUTIES PERFORMED - PRODUCT SALES & STRING LACROSSE STICKS / WORK BETWEEN 20 & 40 HOURS PER MONTH ON WEEKENDS / 0 HOURS WORKED DURING SECURITIES TRADING HOURS / DO NOT HOLD POSITION AS A COMPANY OFFICER OR DIRECTOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-19 |
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