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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-26 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
4905 W Tilghman St Fl 3, Allentown, PA 18104 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED_RES | 2025-07-29 |
Branch Locations
221 W Philadelphia St Ste 112E, York, PA 17401 • United States
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
Bethlehem, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network | Allentown | PA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 06/2018 | 07/2023 |
| Main Street Financial Partners, Llc | Gilbertsville | PA | 03/2018 | 05/2018 |
| Embassy Bank For The Lehigh Valley | Bethlehem | PA | 08/2004 | 03/2018 |
| Bank Of America, N.A. | Allentown | PA | 10/2018 | 07/2023 |
| Morgan Stanley | Allentown | PA | 07/2023 | 03/2025 |
| Wells Fargo Clearing Services, Llc. | York | PA | 07/2025 | Present |
| Unemployed | Easton | PA | 05/2018 | 06/2018 |
| The Assurance Group | Easton | PA | 03/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-05 |
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