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Kathryn Marie Brown

Morton Brown Family Wealth LLC

Allentown, PA

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Current Employers
Morton Brown Family Wealth Llc

600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-04-24
  • PA RA
    APPROVED
    Since 2018-04-24

Branch Locations

600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concannon Wealth Management, Llc Bethlehem PA 09/2011 04/2018
Purshe Kaplan Sterling Investments, Inc. Albany NY 09/2011 02/2017
Morton Brown Family Wealth Llc Allentown PA 04/2018 Present
  • 09/2011 → 04/2018
    Concannon Wealth Management, Llc
    Bethlehem, PA
  • 09/2011 → 02/2017
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 04/2018 → Present
    Allentown, PA
Previous Registrations
  • 2011-09-08 → 2018-04-30
    Corbenic Partners, Llc
    Bethlehem, PA
Other Businesses

1) INSURANCE SALES - FIXED PRODUCT; INVESTMENT-RELATED; SAME ADDRESS; LESS THAN 10 HRS/MO; INSURANCE ANALYSIS AND SALES 2)ALLENTOWN CHAMBER OF COMMERCE; 840 HAMILTON ST. SUITE 205, ALLENTOWN, PA 18101; NON-INVESTMENT RELATED; NON-PROFIT; BOARD OF DIRECTORS; ASSIST AND HELP CONNECT ALLENTOWN BUSINESS WITH RESOURCES; APPROX 2 HRS/MO 3) VALLEY YOUTH HOUSE, 3400 HIGH POINT BLVD., BETHLEHEM, PA 18017. BOARD OF DIRECTORS, 2013-PRESENT. NOT INVESTMENT-RELATED, 5 HOURS/MONTH, 2 HRS/MONTH DURING TRADING. ATTEND BOARD MEETINGS. 4) VALLEY YOUTH HOUSE SPE, LLC 3400 HIGH POINT BLVD., BETHLEHEM, PA 18017. MEMBER OF SPECIAL PURPOSE ENTITY FOR PURPOSES OF MAKING CHARTIABLE CONTRIBUTIONS THROUGH THE PA EDUCATIONAL IMPROVEMENT TAX CREDIT (EITC) PROGRAM; NON-INVESTMENT RELATED; NO ECONOMIC BENEFIT PERSONALLY; LESS THAN 1 HOUR/ YR 5) RENTAL REAL ESTATE - PERSONALLY OWNED TOWNHOME IN PERU, VT OCCASSIONALLY RENTED; INCOME RECEIVED EXPECTED TO BE LESS THAN EXPENSES INCURRED; APPROX 2 HOURS/ MO 6) LEHIGH VALLEY COMMUNITY FOUNDATION: 840 HAMILTON ST. SUITE 310, ALLENTOWN, PA 18101; START DATE: JUNE 2025; BOARD OF GOVERNORS: NON-INVESTMENT RELATED, NON-PROFIT, NO COMPENSATION, ABOUT 2 HOURS/MO; ROLE ENTAILS CONTRIBUTING TO THE STRATEGIC VISION AND OVERSIGHT OF THE COMMUNITY FOUNDATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-11
  • S66 Uniform Combined State Law Examination
    2002-10-11
Designations
Other Names
  • Kathryn Marie Moersch

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