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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-31 |
Branch Locations
3101 Emrick Boulevard Suite 310, Bethlehem, PA 18020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 06/2012 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Allentown | PA | 08/2021 | 07/2023 |
| Raymond James & Associates, Inc | Allentown | PA | 09/2023 | 11/2024 |
| Unemployed | Allentown | PA | 07/2020 | 09/2023 |
| Unemployed | Allentown | PA | 11/2024 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-23 |
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