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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-14 |
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | New Castle | DE | 06/2025 | 09/2025 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 05/2024 | 08/2024 |
| Nazareth Area School District | Nazareth | PA | 08/2009 | 05/2021 |
| Saint Joseph's University | Philadelphia | PA | 08/2021 | 05/2025 |
| Lifetime Fitness | Ardmore | PA | 10/2023 | 03/2025 |
| Northampton Country Club | Easton | PA | 05/2023 | 08/2024 |
| Target | Easton | PA | 10/2020 | 09/2024 |
| Equitable Advisors Llc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-14 |
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