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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-05-29 |
| TX | RA | APPROVED | 2020-05-29 |
Branch Locations
3701 Corporate Parkway Suite 110, Center Valley, PA 18034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lehigh Valley Baseball Academy | Allentown | PA | 12/2012 | 12/2016 |
| Morgan Stanley | Bethlehem | PA | 03/2016 | 10/2016 |
| Wells Fargo Advisors, Llc | Allentown | PA | 10/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 11/2016 | 05/2020 |
| Stifel Nicolaus & Co Inc | Center Valley | PA | 05/2020 | Present |
1. Rental Property; 402 Grandview Blvd, Bethlehem, PA 18018; Rental; Owner; 06/06/2019; 1 Hour per Month; Not During Securities Trading Hours; Investment-Related. 2. Rental Property; 284 Elm Street; Allentown, PA 18109; Rental; Owner; 09/03/2018; 1 Hour per Month; Not During Securities Trading Hours; Investment-Related. 3. Rental Property; 185 W. 27th Street Northampton PA 18067; Rental Property; Owner; Landlord; 06/06/2025; 1 hr/month; Not during security trading hours; Investment-Related 4. Rotties Baseball Inc.; 1139 Wellington Circle Laurys Station PA 18059; Youth travel baseball organization; Director; Overseeing the teams within the organization, coaching; 05/19/2025; 5 hrs/week; Not during security trading hours; Not Investment-Related 5. Rental Property; 6661 Saint Peters Road Macungie, PA 18062; Rental Property; Owner; Owner; 12/24/2025; 1hr/mth; Not during securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-21 |
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