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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-19 |
Branch Locations
565 E Swedesford Road Suite 210, Wayne, PA 19087 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Costco Wholesale | Issaquah | WA | 06/2016 | 08/2017 |
| Agp Wealth Advisors | Renton | WA | 06/2017 | 08/2017 |
| Eastern University | Wayne | PA | 08/2014 | 05/2018 |
| Ameriprise Financial Services, Inc. | Renton | WA | 07/2018 | 08/2019 |
| Hightower Advisors, Llc | Wayne | PA | 08/2021 | Present |
| State Street | Berwyn | PA | 08/2019 | 08/2021 |
Fairways and Dreams; Investment Related - No; Conshohocken, PA; Indoor Caddy; Start Date - 03/2025; Approximately 70-80 hours per month with 0 hours during securities trading hours; Checking clients (golfers) into simulator bays, booking appointments, ensuring the facility is clean and presentable, charging golfers for purchases in house such as snacks and drinks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-11 |
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