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109 N. 4Th Street Suite 1, Easton, PA 18042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valor Investments & Planning | Easton | PA | 12/2024 | Present |
| Lumen Technologies | Monroe | LA | 07/2022 | Present |
| Northwestern Mutual | Moosic | PA | 06/2020 | 09/2021 |
| Penn State University - Capitol College | Middletown | PA | 09/2017 | 06/2022 |
| First Klas Marina | Tafton | PA | 06/2017 | 09/2017 |
| First Klas Marina | Tafton | PA | 06/2018 | 09/2018 |
| Lighthouse Harbor Marina | Greentown | PA | 06/2019 | 09/2019 |
| Wallenpaupack Area School District | Hawley | PA | 09/2005 | 05/2017 |
Lumen Technologies, a telecommunications company located at 100 CenturyLink Dr., Monroe, LA, 71203. Account manager. Since 07/2022. Duties include IT sales work. Approximately 40/hrs a week, all of which are during trading hours. Non-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-04 |
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