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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-20 |
| TX | RA | APPROVED | 2021-08-20 |
Branch Locations
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 11/2018 | 08/2021 |
| Bayada Home Health Care | Bethlehem | PA | 07/2017 | 10/2018 |
| Vynecrest Winery | Breinigsville | PA | 05/2016 | 05/2017 |
| Kutztown University | Kutztown | PA | 08/2016 | 09/2016 |
| Kutztown University | Kutztown | PA | 08/2013 | 01/2017 |
| Bank Of America, N.A. | Allentown | PA | 01/2019 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Allentown | PA | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-19 |
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