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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-01 |
Branch Locations
4422 Southmont Way, Easton, PA 18045 • United States
119 Municipal Dr, East Stroudsburg, PA 18302 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Flemington | NJ | 09/2005 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flemington | NJ | 09/2005 | 10/2019 |
| Unemployed | Easton | PA | 10/2019 | 01/2020 |
| Edward Jones | St Louis | MO | 01/2020 | 02/2020 |
| Citizens Securities, Inc. | Richboro | PA | 02/2020 | 01/2024 |
| Pnc Investment Llc | Easton | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-13 |
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