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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-12 |
| FL | RA | APPROVED | 2024-04-02 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2023 | 12/2023 |
| Merion Cricket Club | Haverford | PA | 12/2022 | 09/2023 |
| Nationwide Insurance | Newtown Square | PA | 12/2021 | 01/2022 |
| Ollie's Bargain Discount Store | Reading | PA | 11/2020 | 02/2021 |
| Lake Naomi Club | Pocono Pine | PA | 06/2016 | 08/2020 |
| Grog Grill | Bryn Mawr | PA | 06/2021 | 07/2021 |
| Albright College | Reading | PA | 08/2018 | 05/2022 |
| Haverford High School | Haverford | PA | 08/2014 | 07/2018 |
| Unemployed | Haverford | PA | 06/2022 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 03/2024 | Present |
| Overbrook Golf Club | Villanova | PA | 09/2023 | Present |
| Philadelphia Country Club | Gladwyne | PA | 06/2017 | 09/2017 |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-08 |
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