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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-03 |
Branch Locations
380 W Butler Ave, New Britain, PA 18901 • United States
6999 Easton Rd, Pipersville, PA 18947 • United States
142 N Main St, Dublin, PA 18917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | North Wales | PA | 05/2015 | 09/2016 |
| Key Investment Services Llc | North Wales | PA | 09/2016 | 06/2017 |
| Key Bank | North Wales | PA | 10/2016 | 06/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2017 | 09/2017 |
| Northwestern Mutual Investment Services Llc | Jamison | PA | 06/2017 | 09/2017 |
| First Niagara Bank | North Wales | PA | 05/2015 | 10/2016 |
| Penn Investment Advisors, Inc. | Doylestown | PA | 09/2017 | 03/2024 |
| Pts Brokerage, Llc | Mount Laurel | NJ | 06/2018 | 06/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2020 | 09/2022 |
| Penn Community Bank | Perkasie | PA | 09/2017 | 09/2022 |
| Equitable Advisors Llc | New York | NY | 10/2022 | Present |
(1) DBA: Penn Advisors Financial Resources, start date: 10/2022; (2) Independent Agent, sales and service of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-17 |
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