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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-21 |
| NJ | RA | APPROVED | 2024-06-19 |
| PA | RA | APPROVED | 2019-01-10 |
Branch Locations
Philadelphia, PA • United States
1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States
Collingswood, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zenbanx | Claymont | DE | 07/2016 | 09/2016 |
| Unemployed | Collingswood | NJ | 09/2016 | 01/2017 |
| Hsbc Bank Usa, National Association | Philadelphia | PA | 01/2017 | 01/2018 |
| Hsbc Securities Usa Inc. | Philadelphia | PA | 01/2017 | 11/2017 |
| Santander Bank N.A. | Boston | MA | 01/2018 | 08/2018 |
| Santander Securities, Llc | Dorchester | MA | 01/2018 | 08/2018 |
| Tiaa | Philadelphia | PA | 08/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 08/2018 | Present |
SPOUSE OWNED RENTAL PROPERTY POSITION: N/A NATURE: Rental Property Rental Address: 2444 Frankford Ave Philadelphia PA 19125 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2015 ADDRESS: 2444 Frankford Ave, Philadelphia PA 19125, United States DESCRIPTION: N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-27 |
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