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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-24 |
Branch Locations
1735 Market Street 44Th Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2023 | 12/2024 |
| Great Valley High School | Malvern | PA | 08/2015 | 06/2019 |
| Customers Bankcorp, Inc. | Malvern | PA | 06/2022 | 08/2022 |
| Self-Employment / Primerica | Conshohocken | PA | 06/2021 | 09/2021 |
| Self-Employment | Brookhaven | PA | 01/2019 | 12/2024 |
| Temple University | Philadelphia | PA | 08/2019 | 05/2023 |
| Terrain | Devon | PA | 10/2018 | 12/2018 |
| Anthony's Pizza | Malvern | PA | 05/2016 | 11/2017 |
| Boscov's, Inc. | Exton | PA | 11/2017 | 12/2017 |
| Self-Employment | Brookhaven | PA | 07/2024 | 12/2024 |
| Self-Employed | Brookhaven | PA | 10/2024 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 03/2025 | 07/2026 |
| Ubs Financial Services, Inc | Philadelphia | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
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