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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-23 |
| PA | RA | APPROVED | 2024-08-27 |
Branch Locations
500 Office Center Drive Suite 103, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Bala Cynwyd | PA | 05/2022 | 05/2024 |
| Mml Investors Services, Llc | Bala Cynwyd | PA | 02/2024 | 05/2024 |
| Muhlenberg College | Allentown | PA | 08/2019 | 05/2023 |
| Friends' Central School | Wynnewood | PA | 08/2013 | 08/2019 |
| Samson Wealth Management Group | Fort Washington | PA | 06/2021 | 08/2021 |
| Spartan Biopharma Llc | Newton | PA | 06/2020 | 10/2020 |
| Philadelphia Athletics Youth Sports | Philadelphia | PA | 08/2020 | 07/2021 |
| Philadelphia Prime Baseball | King Of Prussia | PA | 08/2020 | 05/2021 |
| Nekter Juice Bar | Blue Bell | PA | 06/2019 | 08/2019 |
| Squeeky Clean Services | Glenside | PA | 06/2019 | 08/2019 |
| Strongbridge Biopharma Plc | Feasterville-Trevose | PA | 06/2018 | 08/2018 |
| Xml Financial Group | Fort Washington | PA | 06/2024 | Present |
| Xml Securities, Llc | Fort Washington | PA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-27 |
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