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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-30 |
| PA | RA | APPROVED | 2022-07-14 |
Branch Locations
470 Norristown Rd, Blue Bell, PA 19422 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2019 | 03/2022 |
| Saint Joseph's University | Philadelphia | PA | 08/2015 | 05/2019 |
| Go-Page Corporation | Philadelphia | PA | 05/2017 | 08/2017 |
| Northwestern Mutual | Philadelphia | PA | 05/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 03/2022 | Present |
| Bank Of America, N.A. | Blue Bell | PA | 05/2022 | Present |
I*3371275 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Philadelphia, Pennsylvania, 19128 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 01/15/2026 Number of Hours: 3, Yearly Number of Hours during trading: 0 Duties: Sole owner of rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-25 |
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