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One Freedom Valley Drive, Oaks, PA 19456 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-25 |
| PA | RA | APPROVED | 2026-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Philadelphia | PA | 06/2021 | 01/2025 |
| Jpmorgan Securities Llc | Philadelphia | PA | 06/2021 | 01/2025 |
| Jpmorgan Chase Bank Na | Newark | DE | 07/2019 | 05/2021 |
| Jpmorgan Chase Bank Na | Newark | DE | 06/2018 | 08/2018 |
| Arkema | King Of Prussia | PA | 06/2017 | 08/2017 |
| Villanova University | Villanova | PA | 08/2015 | 05/2019 |
| Unemployed | Cherry Hill | NJ | 06/2019 | 06/2019 |
| Sei Investments Co | Oaks | PA | 06/2026 | Present |
| Ethic Inc. | New York | NY | 05/2025 | 04/2026 |
| Unemployed | Philadelphia | PA | 02/2025 | 04/2025 |
| Unemployed | Mount Laurel | NJ | 05/2026 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-01 |
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