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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-07-31 |
Branch Locations
White Haven, PA • United States
45 E. Northhampton Street Suite 106, Wilkes-Barre, PA 18701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Mt Pocono | PA | 11/2013 | 01/2017 |
| Pnc Investments Llc | Pittsburgh | PA | 11/2013 | 01/2017 |
| Cno Group | Wilkes Barre | PA | 02/2017 | 03/2017 |
| Citizens Bank | Forty Fort | PA | 03/2017 | 12/2017 |
| Santander Bank, Na | Boston | MA | 01/2018 | 07/2019 |
| Santander Securities, Llc | Dorchester | MA | 01/2018 | 07/2019 |
| Citizens Securities, Inc. | Forty Fort | PA | 03/2017 | 12/2017 |
| Tiaa | Wilkes-Barre | PA | 07/2019 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Wilkes-Barre | PA | 07/2019 | Present |
PENN LAKE ASSOCIATION POSITION: voting member of board NATURE: planning events for the community and community children. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: PO Box 111, white haven PA 18661, United States DESCRIPTION: planning events for the community and community children.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-18 |
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