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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-14 |
Branch Locations
1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | San Mateo | CA | 04/2017 | 02/2018 |
| Wells Fargo Bank | Woodside | CA | 08/2016 | 03/2017 |
| Td Ameritrade, Inc. | Fremont | CA | 02/2018 | 07/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 07/2019 |
| E*Trade Securities Llc | Cupertino | CA | 07/2019 | 05/2021 |
| Harrisdirect Llc | Cupertino | CA | 07/2019 | 05/2021 |
| First Republic Securities Company, Llc | San Francisco | CA | 06/2021 | 06/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 06/2021 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 07/2023 | 06/2025 |
| 24 Hours Fitness | San Carlos | CA | 05/2016 | 10/2016 |
| Bank Of America, N.A. | San Francisco | CA | 07/2023 | 06/2025 |
| Lpl Financial Llc | Fremont | CA | 06/2025 | 03/2026 |
| Fb Investment Services | Fremont | CA | 06/2025 | 03/2026 |
| Scottrade Investment Management | San Mateo | CA | 04/2017 | 02/2018 |
| Tiaa | Philadelphia | PA | 03/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-03 |
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