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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-02 |
Branch Locations
West Chester, PA • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Delaware | Newark | DE | 08/2014 | 05/2018 |
| Morgan Stanley | Brooklandville | MD | 05/2017 | 08/2017 |
| Pennington Partners & Co. | Bethesda | MD | 07/2017 | 05/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2018 | 12/2020 |
| Personal Capital Advisors Corporation | Westchester | PA | 01/2021 | 02/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 07/2023 |
| Savvy Advisors | New York | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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