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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-06 |
Branch Locations
224 Valley Creek Blvd, Exton, PA 19341 • United States
600 Hamilton St, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Retirement & Institutional Services | Allentown | PA | 04/2016 | 12/2019 |
| Truist Institutional Investment Advisors | Allentown | PA | 12/2019 | 09/2021 |
| Truist Investment Services, Inc. | King Of Prussia | PA | 09/2021 | 07/2023 |
| Truist Advisory Services, Inc. | King Of Prussia | PA | 09/2021 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Exton | PA | 09/2023 | Present |
| Desales University | Center Valley | PA | 04/2020 | 08/2022 |
| Bank Of America, N.A | Exton | PA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-25 |
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