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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| FL | RA | APPROVED | 2025-02-11 |
Branch Locations
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 06/2023 | 02/2025 |
| Florida State University | Tallahassee | FL | 08/2019 | 05/2023 |
| Essex High School | Essex Jct | VT | 08/2015 | 06/2019 |
| Texas Roadhouse | Tallahassee | FL | 01/2021 | 06/2023 |
| Hyatt House | Tallahassee | FL | 07/2022 | 10/2022 |
| Samantha Nicole Weddings | Tallahassee | FL | 04/2021 | 04/2022 |
| University Center Club (Now The Dunlap Champions Club) | Tallahassee | FL | 08/2020 | 12/2020 |
| Joyces Noodle House | Essex Jct | VT | 08/2016 | 07/2019 |
| The Local | Neptune Beach | FL | 05/2024 | 09/2024 |
| Janney Montgomery Scott | Ponte Vedra Beach | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-31 |
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