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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-08 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2026 | Present |
| Thrivent Investment Management Inc. | Minneapolis | MN | 03/2026 | 05/2026 |
| Innovative Vending Solutions Llc | Clayton | NJ | 05/2023 | 11/2023 |
| Widener University | Chester | PA | 08/2019 | 05/2023 |
| Gloucester Catholic High School | Gloucester City | NJ | 09/2015 | 05/2019 |
| Alex Electric Llc | West Chester | PA | 09/2016 | 06/2021 |
| Shamrocks Lacrosse Llc | West Depford | NJ | 05/2019 | 07/2021 |
| Unemployed | Swedesboro | NJ | 09/2012 | 09/2023 |
| Janney Montgomery Scott Llc | Radnor | PA | 11/2023 | 04/2024 |
| Wsfs Wealth Investments | Wilmington | DE | 09/2024 | 01/2025 |
| Unemployed | Swedesboro | NJ | 05/2024 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 08/2025 |
| Wsfs Wealth Investments | Wilmington | DE | 01/2025 | 08/2025 |
| Bryn Mawr Trust Advisors, Llc | Berwyn | PA | 08/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
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