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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-28 |
Branch Locations
Stroudsburg, PA • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2017 | 04/2022 |
| Team 85 Fitness And Wellness | Bordentown | NJ | 10/2017 | 01/2018 |
| Unemployed | Allentown | NJ | 07/2017 | 10/2017 |
| Rutgers University | New Brunswick | NJ | 09/2013 | 07/2017 |
| Applied Energy Group | New Brunswick | NJ | 05/2016 | 04/2017 |
| Gwfs Equities, Inc | Doylestown | PA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-08 |
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