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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
1650 Market Street 42Nd 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 | 10/2024 |
| Devon Park Specialty Insurance | Columbia | SC | 09/2021 | 05/2023 |
| The Reeds At Shelter Haven | Stone Harbor | NJ | 05/2021 | 07/2021 |
| University Of South Carolina | Columbia | SC | 08/2019 | 05/2023 |
| Cape May Car Wash | Cape May Court House | NJ | 06/2020 | 07/2020 |
| Keenan Motors, Ltd | Doylestown | PA | 03/2020 | 07/2020 |
| Keenan Motors, Ltd | Doylestown | PA | 08/2018 | 06/2019 |
| Central Bucks High School West | Doylestown | PA | 08/2016 | 06/2019 |
| The Reeds At Shelter Haven | Stone Harbor | NJ | 06/2018 | 08/2018 |
| The Reeds At Shelter Haven | Stone Harbor | NJ | 06/2019 | 08/2019 |
| Bucks County Community College | Warrington | PA | 12/2020 | 01/2021 |
| West Chester University | Warrington | PA | 05/2022 | 07/2022 |
| Morgan Stanley | Philadelphia | PA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-26 |
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