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4505 Hanoverville Road, Bethlehem, PA 18020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-02-03 |
| PA | RA | APPROVED | 2023-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Paramus | NJ | 07/2015 | 05/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 01/2023 | Present |
| Fidelity Brokerage Services Llc | Center Valley | PA | 05/2018 | 11/2019 |
| Fidelity Brokerage Services Llc | Center Valley | PA | 11/2019 | 06/2020 |
| Fidelity Brokerage Services Llc | Center Valley | PA | 06/2020 | Present |
| Mtm Financial Group, Llc | Bethlehem | PA | 01/2023 | Present |
| Mtm Financial Group | Bethlehem | PA | 01/2023 | Present |
| Fidelity Investments | Center Valley | PA | 07/2015 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-09 |
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