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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED_RES | 2026-01-27 |
Branch Locations
3570 Hamilton Blvd Suite 101 1St Fl, Allentown, PA 18103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Allentown | PA | 06/2008 | 09/2016 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 09/2016 | 01/2026 |
| Wells Fargo Advisors Financial Network, Llc | Allentown | PA | 01/2026 | Present |
Real Estate Ownership; condo; 289 NE Edwater Drive Stuart FL 34996, ,; Investment-Related; 01/31/2015 / Single Family; 114 Second Ave, , West Cape May, NJ, 08204; Investment-Related; 11/21/2023. Business Ownership; the book on retirement; author of book; wrote a book and trying to sell book; 6095 Robin Lane, , Coopersburg, PA, 18036; Not Investment-Related; 01/01/2015; 1 to 9 hours per month; 0 during trading hours / Mad Events, LLC; helping business to run basketball and volleyball tournaments; running basketball/volleyball tournaments; 6095 Robin Ln, , Coopersburg, PA, 18036; Not Investment-Related; 10/01/2022; 10 to 19 hours per month; 1 to 9 during trading hours / tax preparation; tax preparer; Tax Preparation; 6095 Robin Lane, , Coopersburg, PA, 18036; Not Investment-Related; 01/01/2008; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Basketball Referee; referee local basketball games ; 6095 Robin Ln, , Coopersburg, PA, 18036; Not Investment-Related; 06/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-06 |
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