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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-23 |
Branch Locations
4000 Wegmans Drive Suite 200, Bethlehem, PA 18017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kutztown University Of Pennslyvania | Kutztown | PA | 08/2014 | 06/2018 |
| Lpl Financial | Bethlehem | PA | 09/2018 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
| Lehigh Valley Investment Group | Bethlehem | PA | 06/2025 | Present |
1. Fixed insurance sales; as of 6/23/2025; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, LVIG Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2024; 40% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-30 |
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