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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-13 |
| PA | RA | APPROVED | 2022-08-08 |
| TX | RA | APPROVED | 2022-08-08 |
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 |
|---|---|---|---|---|
| Jason Espenshade | Center Valley | PA | 01/2016 | 05/2018 |
| Northwestern Mutual Investment Services Llc | Center Valley | PA | 08/2016 | 05/2018 |
| Ameriprise Financial Services, Inc | Center Valley | PA | 05/2018 | 07/2022 |
| Morgan Stanley | Allentown | PA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-23 |
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