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600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-04-24 |
Branch Locations
600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-11 |
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