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3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-02-14 |
Branch Locations
656 Main Street, Hellertown, PA 18055 • United States
3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 01/2013 | Present |
| Liberty Asset Management | Allentown | PA | 12/2012 | Present |
1-INSURANCE SALES THROUGH LIBERTY WEALTH MANAGEMENT; ALLENTOWN, PA; FIXED INSURANCE/EXCLUDES EQUITY INDEX; START DATE: 1/14/2013; TITLE: WEALTH ADVISOR; 10% TIME SPENT. 2-LIBERTY ASSET MANAGEMENT; ALLENTOWN, PA; RIA; START DATE: 12-24-2012; TITLE: ASSOCIATE ADVISOR, 85% TIME SPENT; DUTIES: ADVISOR. 3-CKW ASSOCIATES, LLC; KUTZTOWN, PA; SVC. DESCRIPTION: OWN AND MANAGE REAL ESTATE; START DATE: 7/24/2012; TITLE: PARTNER; DUTIES: MANAGE REAL ESTATE RENTAL PROPERTIES; 5% TIME SPENT. 4-Grit Mat Club, Investment related:No, 1484 Willowbrook Drive, Bethlehem, PA, 18015, Athletic Club, Owner, 08/31/2020, 10 hours / week, run practices
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-29 |
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