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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Jacksonville University | Jacksonville | FL | 08/2021 | 08/2022 |
| Northwestern Lehigh School District | New Tripoli | PA | 03/2023 | 07/2026 |
| Ameriprise Financial Llc | Allentown | PA | 01/2025 | 06/2026 |
| University Of Hartford | West Hartford | CT | 08/2017 | 05/2021 |
| Adp | Allentown | PA | 06/2022 | 11/2023 |
| Adp Broker Dealer | Allentown | PA | 12/2023 | 11/2024 |
| Fidelity Investments | Center Valley | PA | 07/2026 | Present |
| Nxt Lacrosse | Conshohocken | PA | 06/2017 | 05/2021 |
| East Penn School District | Emmaus | PA | 09/2013 | 06/2017 |
| Lowe'S | Quakertown | PA | 06/2020 | 08/2020 |
| Northwestern Mutual | Center Valley | PA | 04/2021 | 12/2021 |
OBA-132693|OrgNmn:Northwestern Lehigh School District|Org Addr:New Tripol,Pennsylvan,US|OBA Nature:High School Lacrosse Coach|Invst Rel:N|Title:Employee|Duties:I am the head coach of the high school boys lacrosse team.|StrtDt:07-01-25|TotHrs/mon:45|TrdHrs/mon:6|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-02 |
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