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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-09 |
| PA | RA | APPROVED | 2024-05-08 |
Branch Locations
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
115 W Court St, Doylestown, PA 18901 • 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 |
|---|---|---|---|---|
| Citizens Bank | Plymouth Meeting | PA | 01/2016 | 12/2017 |
| Citizens Securities, Inc. | Plymouth Meeting | PA | 01/2016 | 12/2017 |
| Citizens Securities Inc. | Newtown | PA | 12/2017 | 11/2020 |
| Citizens Bank | Newtown | PA | 12/2017 | 11/2020 |
| Citizens Bank | Doylestown | PA | 11/2020 | 11/2021 |
| Citizens Securities, Inc | Canton | MA | 11/2020 | 11/2021 |
| Truist Investment Services, Inc | Atlanta | GA | 11/2021 | 06/2023 |
| Truist Advisor Services, Inc | Atlanta | GA | 11/2021 | 06/2023 |
| Pruco Securities Llc. | Warrington | PA | 09/2023 | 03/2024 |
| The Prudential Insurance Company Of America | Warrington | PA | 09/2023 | 03/2024 |
| Unemployed | Hatboro | PA | 06/2023 | 09/2023 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 04/2024 | Present |
| Wells Fargo Bank, Na | Doylestown | PA | 04/2024 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, DOYLESTOWN, PA, START: 7/21/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-05 |
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