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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 09/2023 | 01/2024 |
| Unemployed | Phoenixville | PA | 03/2023 | 08/2023 |
| Merakey Dba Life Tree Pharmacy | Collegeville | PA | 08/2021 | 03/2023 |
| Grane Rx | West Chester | PA | 03/2019 | 07/2021 |
| Merakey Dba Life Tree Pharmacy | Collegeville | PA | 07/2005 | 03/2019 |
| Balaguer Guitars | Pottstown | PA | 09/2014 | 04/2019 |
| The Vanguard Group, Inc | Phoenixville | PA | 01/2024 | 08/2025 |
| Self Employed | Phoenixville | PA | 02/2024 | 08/2025 |
| Flying Pig Tavern & Tap | Limerick | PA | 04/2024 | Present |
| Morgan Stanley | West Conshohocken | PA | 08/2025 | Present |
*655669 - The Flying Pig Limerick; Investment Related - No; Limerick, Pennsylvania; Restaurant/Bar/Nightclub; Employee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04-2024; During Business Hours: 0; After Business Hours: 30; Bartender *685649- Flying Pig Tavern and Tap; Investment related: No; Limerick, Pennsylvania; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 20; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-01 |
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