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50 S 16Th St. Fl 18 Ste C, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-27 |
Branch Locations
50 S 16Th St. Fl 18 Ste C, Philadelphia, PA 19102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ossining High School | Ossining | NY | 09/2016 | 06/2020 |
| Lafayette College / Cornell University | Easton | PA | 06/2020 | 05/2024 |
| Decicco And Sons | Millwood | NY | 05/2022 | 08/2022 |
| Oppenheimer And Co. | New York | NY | 06/2023 | 08/2023 |
| Elm Wealth | Philadelphia | PA | 02/2025 | Present |
| Ossining | Ossining | NY | 06/2024 | 11/2024 |
| Dafonte Pro Training | Ossining | NY | 11/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-27 |
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