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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-21 |
| PA | RA | APPROVED | 2026-01-15 |
Branch Locations
Center Valley, PA • United States
2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2020 | 05/2022 |
| Oakland Athletics | Oakland | CA | 12/2015 | 11/2017 |
| Fidelity Investments | Center Valley | PA | 12/2025 | Present |
| Lpl Financial, Llc | Allentown | PA | 05/2022 | 12/2025 |
| Unemployed | Center Valley | PA | 12/2019 | 04/2020 |
| Parkland School District | Allentown | PA | 10/2019 | 11/2019 |
| Philadelphia Phillies | Philadelphia | PA | 12/2017 | 11/2019 |
OBA-126030|OrgNmn:Powerballers Baseball |Org Addr:Bethlehem ,Pennsylvan,US|OBA Nature:Assist in the development of y|Invst Rel:N|Title:Independent Contractor|Duties:Baseball instruction. |StrtDt:12-02-17|TotHrs/mon:2|TrdHrs/mon:0|OBA-126031|OrgNmn:Service Electric|Org Addr:Allentown,Pennsylvan,US|OBA Nature:A cable television company |Invst Rel:N|Title:Cohost|Duties:Host a sports show called Inside the Pig Pen.|StrtDt:03-29-24|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-06 |
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