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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-30 |
| PA | RA | APPROVED | 2018-01-09 |
Branch Locations
417 Lackawanna Ave, Scranton, PA 18503 • United States
Clarks Summit, PA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 05/2016 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scranton | PA | 01/2018 | Present |
| Bank Of America, N.A. | Scranton | PA | 02/2018 | Present |
I*629250, Entity Type: Entity For Profit, Name of OBA: Personal Farming Operations, Address: Clarks Summit, Pennsylvania, 18411, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 01/01/2022, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: raise beef cattle, lease land to raise animals, raise produce, all farming activities/barnwork. agriculture, farming activities, personal farm I*: 2512309Entity Type: CharitableName of OBA: Salvation ArmyAddress: South Abington Twp, PAInvestment Related: NoPosition, Title, Association: VolunteerEmployee Start Date: 6/26/2025Number of Hours: 10- 15 hrs annuallyNumber of Hours during trading: 0Duties: I will be serving as a volunteer to help raise awareness for the local Salvation Army and help with a current fundraising campaign.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-04 |
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