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Tafton, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Inc. | New York | NY | 03/2010 | 05/2020 |
| Jp Morgan Chase Bank | New York | NY | 07/2007 | 03/2022 |
| Jp Morgan Securities Inc. | Los Angeles | CA | 05/2020 | 03/2022 |
| Northeast Financial Group, Inc. | Tannersville | PA | 04/2022 | Present |
| Lakewood Financial Group, Llc | Tafton | PA | 01/2026 | Present |
the name of the other business; 708 Welty St LLC the address of the other business; 204 SIOOSE WAY, TAFTON, PA 18464 the nature of the other business; single-family rental your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 07/27/2020 the approximate number of hours/month you devote to the other business; 0.5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Renew lease annually How you are compensated? Ie you get a salary and/or percentage of profits. Yes, 100% owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-05 |
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