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1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-20 |
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 | 08/2024 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Bethlehem | PA | 08/2024 | Present |
| Ameriprise Financial Services, Llc | Bethlehem | PA | 04/2013 | 08/2024 |
1. Liberty Square Wealth Partners LLC. Investment Related. 1525 Valley Center Parkway, Ste 120, Bethlehem PA 18017. RIA. Managing Partner. Start Date: 08/2024. 160 hrs/ month. All during trading hours. Work with clients and prospects providing Financial Planning and Asset Management. 2. Independent Insurance Agent. Investment Related. 1525 Valley Center Parkway, Ste 120, Bethlehem PA 18017. Fixed Insurance. Independent Agent. Start Date: 08/2024. 1-5hrs/month. All during trading hours. Provide insurance advice based on the needs of client(s). 3. Purshe Kaplan Sterling Investments. Investment Related. 1525 Valley Center Parkway, Ste 120, Bethlehem PA 18017. Broker-Dealer. Registered Representative. Start Date 8/2024. 10 hours/month. All during trading hours. Sales of commissionable securities. 4. Lookaway Partners. Not Investment Related. 4219 Upper Mountain Rd Buckingham, PA 18912. Golf Club. Owner. Start Date: 11/27/2015. 0 hrs/ month. None during trading hours. I am an equity golf club owner. 5. Allen S Hamilton Proprietor. Not Investment Related. 5638 Fox Valley Dr Doylestown, PA 18902. Operating LLC / Support Company. Owner. Start Date: 01/01/2015. 5 hrs /month. All during trading hours. Manage Personal Business Expenses 6. ALG3 LLC. Not Investment Related. 1525 Valley Center Parkway, Ste 120, Bethlehem PA 18017. Operating LLC / Support Company. Owner. Start Date: 08/27/2024. 5 hrs/month. All during trading hours. Personal holding company - manage tax situations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-23 |
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