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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-31 |
| PA | RA | APPROVED | 2022-07-27 |
Branch Locations
4900 Freemansburg Av, Easton, PA 18045 • United States
1510 Sullivan Trl, Forks Township, PA 18040 • United States
1603 N Cedar Crest Blvd, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Allentown | PA | 06/2016 | 07/2022 |
| J.P. Morgan Securities Llc | Allentown | PA | 07/2022 | Present |
| Uber | San Francisco | CA | 08/2016 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 07/2016 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | Allentown | PA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-08 |
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