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2400 Market St. Suite 216, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-14 |
| NC | RA | APPROVED | 2025-06-17 |
Branch Locations
2400 Market St. Suite 216, Philadelphia, PA 19103 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group | Charlotte | NC | 04/2017 | 07/2021 |
| Belk Distribution Plant | Blythewood | SC | 01/2017 | 04/2017 |
| Sears Home Services | Columbia | SC | 05/2016 | 12/2016 |
| Dennis Corporation | Columbia | SC | 04/2016 | 10/2016 |
| Facet Wealth | Baltimore | MD | 07/2021 | 09/2024 |
| Zenith Wealth Partners | Philadelphia | PA | 06/2025 | Present |
| Unemployed / Full-Time Parent | Charlotte | NC | 09/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-17 |
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