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Dennis Charles Morton

Morton Brown Family Wealth LLC

Allentown, PA

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Current Employers
Morton Brown Family Wealth Llc

600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-04-25
  • PA RA
    APPROVED
    Since 2018-04-25

Branch Locations

600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corbenic Partners, Llc Bethlehem PA 03/2008 04/2018
Purshe Kaplan Sterling Investments, Inc. Albany NY 09/2011 12/2017
Morton Brown Family Wealth Llc Allentown PA 04/2018 Present
  • 03/2008 → 04/2018
    Corbenic Partners, Llc
    Bethlehem, PA
  • 09/2011 → 12/2017
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 04/2018 → Present
    Allentown, PA
Previous Registrations
  • 2011-09-08 → 2018-04-30
    Corbenic Partners, Llc
    Bethlehem, PA
  • 2008-04-01 → 2011-10-13
    Bethlehem, PA
Other Businesses

1) INSURANCE SALES - FIXED PRODUCTS; INVESTMENT-RELATED; SAME ADDRESS; LESS THAN 10 HRS/MONTH; INSURANCE ANALYSES AND SALES. 2) Minsi Trails Council. Not Investment Related. 991 Postal Rd., Allentown, PA 18109. Youth Services. 2015; Board President; 4% of time; 0 During Trading Hours. Preside over Board and Executive Committee meeting and collaborate on strategy with leadership, attract and retain board members. 3) Lehigh Valley Community Foundation, Inc. 840 Hamilton St, Suite 310, Allentown, PA 18101; July 1, 2025; 2 hours per month, none during securities trading hours; not investment related; Member of associates/membership. 4) St. Thomas More Parish Council; 1040 Flexer Ave. Allentown, PA 18103: Council member; start date: June 2024; 2 hours a month, none during securities trading hours; not investment related; Advise the pastor on matters related to the running of the Parish and its committees.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-28
S63 Uniform Securities Agent State Law Examination 2005-12-21
  • S65 Uniform Investment Adviser Law Examination
    2005-12-28
  • S63 Uniform Securities Agent State Law Examination
    2005-12-21
Designations
Other Names
  • Dennis Charles Morton
  • Dennis Charles Morton Jr
  • Dennis Charles Morton

View on SEC IAPD

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