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1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-29 |
Branch Locations
1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Square Wealth Partners Llc | Bethlehem | PA | 06/2025 | Present |
| Chubb Insurance | Whitehouse Station | NJ | 06/2024 | 06/2025 |
| Unemployed | N/A | XX | 05/2024 | 06/2024 |
| Chubb Insurance | Philadelphia | PA | 05/2023 | 08/2023 |
| Applebrook Golf Course | Malvern | PA | 02/2023 | 05/2023 |
| West Chester University | West Chester | PA | 08/2022 | 05/2024 |
| Ward Insurance | Levittown | PA | 06/2022 | 07/2022 |
| Student | Furlong | PA | 08/2015 | 08/2020 |
| Bucks County Community College | Newtown | PA | 08/2020 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-18 |
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