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600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-04-25 |
Branch Locations
600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-21 |
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