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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2024 | 08/2025 |
| Oak Visuals, Llc | King Of Prussia | PA | 04/2019 | 12/2025 |
| The Oconnor Group | King Of Prussia | PA | 11/2019 | 02/2024 |
| Vertex, Inc | King Of Prussia | PA | 06/2022 | 05/2023 |
| Doordash | King Of Prussia | PA | 10/2020 | 01/2022 |
| Instacart | King Of Prussia | PA | 05/2020 | 08/2020 |
| Jersey Mike's | Horsham | PA | 11/2019 | 07/2020 |
| Giant Food Stores | King Of Prussia | PA | 09/2018 | 06/2019 |
| Whitemarsh Valley Country Club | Lafayette Hill | PA | 06/2017 | 09/2018 |
| Lasalle College High School | Wyndmoor | PA | 08/2015 | 08/2019 |
| Pennsylvania State University | University Park | PA | 05/2019 | 05/2023 |
| J.P. Morgan Securities Llc | King Of Prussia | PA | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | King Of Prussia | PA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-07 |
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