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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-29 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Potts Nazareth, Llc | Nazareth | PA | 05/2022 | 10/2023 |
| Lehigh Valley Ironpigs | Allentown | PA | 04/2023 | 08/2023 |
| Full Advantage, Llc | Emmaus | PA | 05/2023 | 06/2023 |
| J.B. Hunt Transportation Services, Inc. | Bethlehem | PA | 01/2024 | 05/2025 |
| Kevin Brettell, Equitable Advisors | Bethlehem | PA | 05/2025 | 08/2025 |
| Pennsylvania State University | Center Valley | PA | 08/2022 | 12/2025 |
| Pennsylvania State University | Center Valley | PA | 08/2023 | 12/2025 |
| Cherry Hill Hotel | Nazareth | PA | 10/2018 | 05/2022 |
| Unemployed | Nazareth | PA | 02/2016 | 09/2018 |
| Unemployed | Nazareth | PA | 01/2026 | 05/2026 |
| Equitable Advisors, Llc | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-12 |
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