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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Crest College | Allentown | PA | 10/2013 | Present |
| Morgan Stanley | Allentown | PA | 09/2015 | 11/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | 11/2023 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | Present |
| Peoples & Co Private Wealth Stewardship | Allentown | PA | 01/2024 | Present |
1. Owner, Peoples & Co Private Wealth Stewardship, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 11/14/2023; 100% time spent during business hours; Conducted at branch; Investment related. 2. Owner, Peoples Property Group 1, LLC, an entity created for buying and managing commercial real estate at 880 Minesite Rd, Allentown, PA 18103, as of 11/13/2023; 0% of time during business hours; Conducted at branch; Investment related. 3. Fixed insurance sales; Located at 880 Minesite Rd, Allentown, PA 18103, as of 11/14/2023; 10% time spent during business hours; Conducted at branch location; Investment related. 4. Owner of rental property located in Bethlehem, PA, as of 7/01/2024; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-23 |
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