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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Bethlehem | PA | 01/2016 | 12/2016 |
| Cjm Custom Carpentry | Allentown | PA | 01/2017 | Present |
| Guardian Life Insurance Co Of America | Bethlehem | PA | 08/2017 | 02/2021 |
| Park Avenue Securities, Llc | Bethlehem | PA | 06/2018 | 02/2021 |
| Morgan Stanley | Allentown | PA | 03/2021 | 01/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | Present |
| Peoples & Co Private Wealth Stewardship | Allentown | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-02 |
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