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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-22 |
Branch Locations
100 Sterling Parkway Suite 306, Mechanicsburg, PA 17050 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2017 | 07/2020 |
| Pnc Financial Services | Ambler | PA | 12/2016 | 09/2017 |
| Harrisburg Area Community College | Harrisburg | PA | 08/2015 | 12/2016 |
| Bank Of America, N.A. | Pennington | NJ | 09/2017 | 07/2020 |
| Uber | Coatesville | PA | 02/2021 | 12/2022 |
| Janney Montgomery Scott Llc | Lemoyne | PA | 02/2021 | 08/2025 |
| Massmutual Life Insurance Co | Mechanicsburg | PA | 08/2025 | Present |
| Mml Investors Services, Llc | Mechanicsburg | PA | 08/2025 | Present |
| Unemployed | Coatesville | PA | 07/2020 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-22 |
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