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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-06-03 |
| TX | RA | APPROVED | 2022-06-03 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pa Army National Guard | Elizebethtown | PA | 11/2011 | 11/2017 |
| Mutual Of Omaha Investor Services | Blue Bell | PA | 03/2017 | 12/2018 |
| Mutual Of Omaha Insurance Company | Blue Bell | PA | 10/2016 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 12/2018 | 06/2022 |
| Bank Of America, N.A. | Philadelphia | PA | 01/2019 | 06/2022 |
| Morgan Stanley Smith Barney Llc | West Conshohocken | PA | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2022 | Present |
*504546 : Rental Property ; Investment related : Yes ; Highspire ; Pennsylvania ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 9/2021 ; During business hours : 0 ; After business hours : 1 ; Property Management *505606 - Rental Property; Investment related Yes; Highspire, Pennsylvania; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);09/2021; During business hours: 0; After business hours: 1; Property Management *521277 - Rental Property; Investment related: Yes; Highspire, Pennsylvania; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 4; Property Management *617785 - Rental Property; Investment related: Yes; Conshohocken, Pennsylvania; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-19 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-06 |
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