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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| PA | RA | APPROVED | 2018-09-21 |
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 |
|---|---|---|---|---|
| Pfs Investments Inc. | West Lawn | PA | 05/2016 | 05/2018 |
| Primerica Financial Services | West Lawn | PA | 02/2014 | 05/2018 |
| Lutron Electronics | Alburtis | PA | 11/2016 | 05/2018 |
| Lpl Financial Llc | Whitehall | PA | 06/2018 | 09/2018 |
| Private Advisor Group, Llc | Whitehall | PA | 06/2018 | 09/2018 |
| Morgan Stanley Smith Barney Llc | Allentown | PA | 09/2018 | Present |
| Clymer Construction | Germansville | PA | 08/2018 | 12/2018 |
| Gary Shedal's Contracting And Chimney Service | New Ringgold | PA | 08/2018 | 12/2018 |
| Lytle Property Llc | Allentown | PA | 02/2016 | 09/2018 |
| Bleakley Financial Group | Fairfield | NJ | 06/2018 | 09/2018 |
| Hittinger Financial | Whitehall | PA | 06/2018 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-03 |
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