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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-14 |
| NY | RA | APPROVED | 2024-07-02 |
| PA | RA | APPROVED | 2023-10-30 |
Branch Locations
4905 Tilghman Street Suite 200, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2018 | 07/2019 |
| The Pennsylvania State University | State College | PA | 08/2014 | 05/2018 |
| Jcc Camp By The Sea | Margate City | NJ | 06/2013 | 08/2018 |
| Ser Builders & Associates | Huntingdon Valley | PA | 01/2014 | 08/2018 |
| Montgomery County Democratic Committee | Norristown | PA | 06/2017 | 08/2017 |
| Massmutual | Bala Cynwyd | PA | 07/2019 | Present |
| Mml Investors Services | Bala Cynwyd | PA | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-17 |
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