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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-31 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
1390 Ridgeview Drive Suite 101, Allentown, PA 18104-9066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 11/2006 | 03/2023 |
| Bank Of America,N.A. | Allentown | PA | 06/2011 | 03/2023 |
| Janney Montgomery Scott Llc | Allentown | PA | 03/2023 | Present |
1) Catasauqua Youth Soccer Association, Catasauqua, PA. Board Member/Vice President: Help run local youth soccer league. Also, train soccer coaches, field work, administrate work and work with other soccer organizations and soccer leagues. Not compensated, not investment related, 3 hours/month. 2) Catasauqua Youth Soccer Association, Catasauqua, PA. Soccer Coach: Coach youth soccer team. Not compensated, not investment related, 20 hours/month. 3) Renovation Properties, LLC, Catasauqua, PA. Owner/Member (03/2014): Apartment building/real estate rentals. Spouse is responsible for the management. Not investment related, income compensated, 1 hour/month. 4) Catasauqua High School Girls Soccer Coach, Catasauqua, PA. Soccer Coach (07/2024) - head coach for girls' soccer team at local high school. Compensated, not investment related, 20 hours/week (for 2 month/year).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-18 |
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