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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-22 |
| PA | RA | APPROVED | 2023-09-25 |
Branch Locations
3840 Freemansburg Ave, Easton, PA 18045 • United States
1602 Union Blvd, Allentown, PA 18109 • United States
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Hsbc Bank Usa N.A. | Brooklyn | NY | 08/2016 | 10/2019 |
| M&T Securities | Paramus | NJ | 10/2019 | 06/2021 |
| Lpl Financial Llc | Jersey City | NJ | 06/2021 | 09/2023 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 09/2023 | Present |
RENTAL PROPERTY, INV RELATED, SAINT ALBANS, NY, 100% OWNERSHIP, START DATE: 12/1/99, 10 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.; RENTAL PROPERTY, INV RELATED, ALLENTOWN, PA, 100% OWNERSHIP, START DATE: 3/18/21, 6 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.; RENTAL PROPERTY, INV RELATED, WILSON, PA, 100% OWNERSHIP, START DATE: 10/16/23, 6 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.; TRUSTEE FOR MOTHER, INV RELATED, BROOKLYN, NY, START: 3/1/2021, 2 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-28 |
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