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1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-29 |
Branch Locations
1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017 • 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 |
|---|---|---|---|---|
| Pnc Investments | Bethlehem | PA | 10/2009 | 09/2017 |
| Pnc Investments | Pittsburgh | PA | 09/2017 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 09/2019 | 11/2023 |
| Valley National Investments, Inc. | Bethlehem | PA | 11/2023 | Present |
| Valley National Advisers Inc | Bethlehem | PA | 11/2023 | Present |
Duties: Data review Anticipated annual compensation from this activity: $25 hourly Position/Title: General Bookkeeper Approximate # of hours/month you devote to this outside activity during non-business hours: 1 - 5 Address of the Business: 19 S 6th St, Emmaus, PA 18049 Approximate # of hours/month you devote to this outside activity during business hours: 0 Name of Organization/Company: Illumination Brewing LLC Is the business investment related: No Nature of the Business: Beer Distributor Start Date: 6/22/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-04 |
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