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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-04 |
| PA | RA | APPROVED | 2025-02-04 |
Branch Locations
1767 Sentry Parkway West Suite 110, Blue Bell, PA 19422-2202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Shelton | CT | 07/2024 | 01/2025 |
| Mml Investors Services, Llc | Shelton | CT | 07/2024 | 01/2025 |
| Cedarbrook Country Club | Blue Bell | PA | 06/2018 | 09/2018 |
| Chariot Valet | Conshohocken | PA | 05/2019 | 11/2023 |
| Kenny's Christmas Trees | Ambler | PA | 11/2018 | 12/2019 |
| Squires Golf Club | Ambler | PA | 06/2021 | 08/2022 |
| Accountant-Lawyer Alliance | Doylestown | PA | 06/2022 | 08/2022 |
| Barnum Financial Group | Shelton | CT | 06/2023 | 07/2023 |
| Fairfield University | Fairfield | CT | 08/2020 | 05/2024 |
| Unemployed | Blue Bell | PA | 01/2014 | 06/2018 |
| Janney Montgomery Scott Llc | Blue Bell | PA | 02/2025 | 05/2025 |
| Janney Montgomery Scott Llc | Blue Bell | PA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
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