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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-29 |
Branch Locations
1717 Langhorne Newtown Rd Ste 125, Langhorne, PA 19047-1085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Philadelphia | PA | 07/2020 | 03/2023 |
| Full-Time Student At Cornell Johnson Graduate School Of Business | Ithaca | NY | 04/2019 | 07/2020 |
| Jpmorgan Chase & Co. | New York | NY | 07/2017 | 04/2019 |
| Jpmorgan Chase & Co. | New York | NY | 07/2016 | 07/2017 |
| Citizens Securities, Inc. | Newton | PA | 05/2023 | 12/2024 |
| Clarfeld | Tarrytown | NY | 05/2023 | 12/2024 |
| Sabbatical | Bristol | PA | 03/2023 | 05/2023 |
| Charles Schwab & Co., Inc. | Wayne | PA | 01/2025 | 04/2026 |
| Charles Schwab Bank, Ssb | Wayne | PA | 01/2025 | 04/2026 |
| Ameriprise Financial Services, Llc | Langhorne | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-28 |
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