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600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-18 |
Branch Locations
600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 07/2016 | 03/2017 |
| Pnc Bank | Easton | PA | 07/2016 | 03/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 04/2017 | 10/2019 |
| Vicus Capital, Inc. | State College | PA | 04/2017 | 10/2019 |
| Great Scott Financial Services | Bethlehem | PA | 03/2017 | 04/2022 |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | 04/2022 |
| Morton Brown Family Wealth Llc | Bethlehem | PA | 05/2022 | Present |
Independent insurance agent, Start: September 2015, less than 5 hours per month; non-investment related. September 2024 -DeSales University Forum for Ethics Board of Directors, 2755 Station Ave, Center Valley, PA 18034.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-30 |
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