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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED | 2025-01-16 |
| PA | RA | APPROVED | 2024-11-12 |
Branch Locations
4 Sentry Parkway Suite 102, Sentry Park, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 01/2022 | 04/2024 |
| Saint Joseph's University | Philadelphia | PA | 08/2019 | 12/2021 |
| Morgan Stanley | Allentown | PA | 05/2021 | 08/2021 |
| Rli Insurance Company | Bala Cynwyd | PA | 06/2020 | 08/2020 |
| Franklin & Marshall College | Lancaster | PA | 08/2017 | 05/2019 |
| Primerica | Allentown | PA | 06/2019 | 12/2019 |
| Pennsylvania Interscholastic Athletic Association | Allentown | PA | 05/2019 | 05/2021 |
| Parks And Recreation For City Of Allentown | Allentown | PA | 05/2017 | 08/2019 |
| Parkland High School | Allentown | PA | 08/2013 | 06/2017 |
| Robert W. Baird & Co. Incorporated | Blue Bell | PA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-20 |
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