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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| PA | RA | APPROVED | 2025-10-09 |
Branch Locations
111 North Washington Avenue Suite 201, Scranton, PA 18503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Camp Hill | PA | 08/2016 | 05/2017 |
| Charles Schwab & Co., Inc. | Harrisburg | PA | 05/2017 | 11/2019 |
| Charles Schwab Bank | Harrisburg | PA | 05/2017 | 11/2019 |
| Cambridge Investment Research, Inc. | Camp Hill | PA | 01/2020 | 01/2024 |
| Cambridge Investment Research Advisors, Inc. | Camp Hill | PA | 01/2020 | 01/2024 |
| Acpwa, Llc | Camp Hill | PA | 01/2022 | 01/2024 |
| Mass Mutual/The Snook Group | Mechanicburg | PA | 03/2024 | 04/2025 |
| Mml Investors Services, Llc | Mechanicsburg | PA | 03/2024 | 04/2025 |
| Unemployed | Lemoyne | PA | 01/2024 | 03/2024 |
| Unemployed | Carlisle | PA | 11/2019 | 01/2020 |
| Kca Wealth Management | Camp Hill | PA | 08/2016 | 05/2017 |
| Central Penn Wealth Advisors | Camp Hill | PA | 06/2022 | 01/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2025 | 09/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2025 | 09/2025 |
| Langan Financial Group | Camp Hill | PA | 04/2025 | 09/2025 |
| Morgan Stanley | Scranton | PA | 09/2025 | Present |
| Dancevibe Dance Studio | Mechanicsburg | PA | 08/2015 | 06/2017 |
*675572 - Linn McDonald School of Dance; Investment related: No; Scranton, Pennsylvania; Art/Culture; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 8; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-24 |
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