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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-02 |
| NJ | RA | APPROVED | 2023-04-26 |
Branch Locations
1650 Market Street Suite 102, Philadelphia, PA 19103-7301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Mt. Laurel | NJ | 06/2018 | 04/2019 |
| New York Life Insurance Co. | Mt. Laurel | NJ | 12/2017 | 04/2019 |
| Leatherhead Pub (105 Llc) | Egg Harbor City | NJ | 03/2016 | 06/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2019 | 03/2023 |
| White Manor Country Club | Malvern | PA | 06/2019 | 02/2020 |
| Charles Schwab & Co., Inc. | Philadelphia | PA | 04/2023 | Present |
| Charles Schwab Bank, Ssb | Philadelphia | PA | 04/2023 | Present |
| Td Ameritrade, Inc. | Philadelphia | PA | 06/2023 | 05/2024 |
Employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation) 100 Vanguard Blvd., Malvern, PA 19355.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-27 |
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