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Bethlehem, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2021 | 03/2023 |
| The New Group | New York | NY | 12/2019 | 03/2020 |
| People's Light | Malvern | PA | 03/2018 | 10/2018 |
| Self-Employed/Independent Contractor | Allentown | PA | 05/2010 | Present |
| Fidelity Brokerage Services, Llc | San Francisco | CA | 04/2023 | 01/2025 |
| Fidelity Personal And Workplace Advisors | San Francisco | CA | 05/2024 | 01/2025 |
| Social Justice Capital Llc | Bethlehem | PA | 10/2024 | Present |
| Social Justice Capital Llc | Bethlehem | PA | 01/2025 | Present |
| Independent Contractor | Bethlehem | PA | 07/2023 | Present |
OBA-97657|OrgNmn:Self Employed/Independent Contractor|Org Addr:Allentown,Pennsylvan,US|OBA Nature:Actor/Musician|Invst Rel:N|Title:Independent Contractor|Duties:Actor/Musician|StrtDt:05-01-10|TotHrs/mon:25|TrdHrs/mon:0|OBA-99984|OrgNmn:Self Employed/Independent Contractor|Org Addr:Allentown,Pennsylvan,US|OBA Nature:Sales of Solar Panel Systems|Invst Rel:N|Title:Independent Contractor|Duties:Sales of Solar Panel Systems|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-10 |
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