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3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-10 |
Branch Locations
3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A-Town ,Inc. | Allentown | PA | 02/1992 | Present |
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 02/2010 | Present |
| Liberty Weatlh Management | Allentown | PA | 02/2010 | Present |
1. Charles Noti, CPA;Hartfield PA;NON-INVST RLTD; Title: Sole Proprietor; Start Date: 1/1/2010; Duties: CPA; Time Devoted: 10 hrs/month 2. A-TOWN;ALLENTOWN PA;NON INVST RLTD;PROPERTY MGMT;CONTROLLER FOR BUSINESS INCLUDING BOOKKEEPING AND TAX RESP;EMPLOYEE;2/92-ONGOING;10HRS/MTH;0 TRADING HRS. 3. LIBERTY WEALTH MGMT., ALLENTOWN, PA, FIXED INSURANCE SALES, WEALTH ADVISOR-SALES, 5% TIME SPENT, COMMISSION COMPENSATION. 4. Liberty Asset Management; Allenttown, PA; RIA and investment related; Services: investment planning, placing trades; Duties: advisory services; Title: Registered Investment Advisor; Time spent: 85%; Compensation: management fees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-17 |
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