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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Bethlehem | PA | 07/2016 | 12/2017 |
| Genesco | Whitehall | PA | 11/2009 | 08/2018 |
| Citizens Bank | Stroudsburg | PA | 08/2018 | 12/2020 |
| Citizens Securities, Inc. | Stroudsburg | PA | 08/2018 | 12/2020 |
| Citizens Securities, Inc | Westwood | MA | 03/2021 | 06/2021 |
| Citizens Bank | Fort Washington | PA | 03/2021 | 06/2021 |
| Truist Investment Services, Inc. | Allentown | PA | 06/2021 | Present |
| Truist Advisory Services, Inc. | Allentown | PA | 06/2021 | Present |
NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: , Bethlehem PA , United States DESCRIPTION: Notarize documents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-31 |
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