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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-26 |
| PA | RA | APPROVED | 2020-09-30 |
Branch Locations
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Allentown | PA | 10/2017 | Present |
| Breakthru Beverage | North Wales | PA | 08/2016 | 12/2019 |
| Janney Montgomery Scott | Allentown | PA | 03/2015 | 10/2017 |
| Grille 3501 | Allentown | PA | 04/2019 | Present |
*448333 - Estate ; Investment related - Yes; Allentown, Pennsylvania; 08/2021; During business hours: 0; After business hours: 10 *523401- Rental Property; Investment related: Yes; Allentown, Pennsylvania; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 1; Owner *593416- Vacation Rental Property; Investment related: Yes; Ocean City, Maryland; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 0; Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
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