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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-06 |
| PA | RA | APPROVED | 2026-04-06 |
Branch Locations
Philadelphia, PA • United States
200 Lake Drive East, Suite 100, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jenkintown | PA | 12/2018 | 03/2026 |
| North East High School | Philadelphia | PA | 01/2014 | 12/2018 |
| Bank Of America N.A. | Jenkintown | PA | 05/2024 | 03/2026 |
| Navy Federal Financial Group, Llc | Cherry Hill | NJ | 03/2026 | Present |
| Navy Federal Investment Services, Llc | Cherry Hill | NJ | 03/2026 | Present |
North East High School Board Member, Started: April 2021, ( non investment related ) ( no compensation ) 1-2hrs Yearly - Strictly Voluntary assistance of reviewing school curriculum and facilities. Make recommendations to program changes and vote on spending budgets..
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-24 |
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