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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-06 |
Branch Locations
West Chester, PA • United States
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • 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 |
|---|---|---|---|---|
| Blackrock | Philadelphia | PA | 06/2002 | 05/2017 |
| Oceansquare Asset Management | Wayne | PA | 06/2017 | 04/2019 |
| Pruco Securities Llc | Exton | PA | 04/2019 | 02/2020 |
| The Prudential Insurance Company Of America | Exton | PA | 07/2019 | 02/2020 |
| Mml Investors Services Llc | Newtown Square | PA | 03/2020 | 04/2021 |
| Massmutual Life Insurance Co | Newtown Square | PA | 03/2020 | 04/2021 |
| Bluestone Capital Management | Wayne | PA | 07/2017 | 05/2018 |
| Fidelity Investments | Merrimack | NH | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-09 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-15 |
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