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1255 Union Street Ne 7Th Floor, Washington, DC 20002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-18 |
Branch Locations
1255 Union Street Ne 7Th Floor, Washington, DC 20002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Area Planning Group, Llc | Washington | DC | 05/2025 | Present |
| Equitable Advisors, Llc | New York | NY | 09/2023 | 05/2024 |
| Marriott | Conshohocken | PA | 11/2022 | 06/2024 |
| Saint Joseph's University | Philadelphia | PA | 08/2019 | 05/2023 |
| Chickie & Pete's | Philadelphia | PA | 06/2021 | 11/2022 |
| Johnson & Johnson | New Brunswick | NJ | 01/2022 | 07/2022 |
| Nudy's Café | Conshohocken | PA | 02/2021 | 07/2021 |
| Philadelphia Country Club | Gladwyne | PA | 02/2021 | 06/2021 |
| Amerisourcebergen | Conshohocken | PA | 08/2020 | 01/2021 |
| Landmark Americana | Philadelphia | PA | 11/2019 | 03/2020 |
| Landmark America | Philadelphia | PA | 09/2020 | 02/2021 |
| Berks Fire Water Restorations | Reading | PA | 12/2019 | 01/2020 |
| Austin's Restaurant And Bar | West Lawn | PA | 10/2018 | 08/2019 |
| Wilson Highschool | Reading | PA | 08/2014 | 06/2019 |
| Lpl Financial Llc | Warminster | PA | 06/2024 | 05/2025 |
| American Heritage Fcu | Warminster | PA | 06/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-11 |
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