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Norristown, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suffolk University | Boston | MA | 09/2014 | 05/2017 |
| Vanguard Marketing Corporation | Malvern | PA | 08/2017 | 09/2019 |
| Citizens Securities, Inc | Westwood | MA | 08/2017 | 09/2019 |
| Citizens Investment Services | Fort Washington | MA | 02/2021 | 05/2021 |
| Tata Consultancy Services | Cedar Rapids | IN | 10/2020 | 12/2020 |
| Bluestone Country Club | Blue Bell | PA | 08/2019 | 02/2021 |
| The Vanguard Group, Inc | Malvern | PA | 05/2021 | 08/2026 |
| Bluestone Country Club | Blue Bell | PA | 03/2024 | 10/2024 |
| Professional Baseball Player | Pittsburgh | PA | 06/2019 | 02/2021 |
| Fat Cat Financial Llc | Eagleville | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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