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1429 West Broad Street, Bethlehem, PA 18018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-04 |
| PA | RA | APPROVED | 2021-09-30 |
Branch Locations
1429 West Broad Street, Bethlehem, PA 18018 • United States
Tierra Verde, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 09/2013 | 11/2020 |
| United Airlines | Chicago | IL | 08/1989 | Present |
| Arbor Point Advisors | Bethlehem | PA | 11/2020 | 09/2021 |
| O'HAgan Group | Bethlehem | PA | 09/2021 | Present |
1)UNITED AIRLINES - NEWARK AIRPORT, NJ - NOT INVESTMENT RELATED - PILOT - 85 HR/MO 45 HR/MO DURING TRADING - START DATE 1989 2) INTEGRITY COMMUNICATIONS & UTILITIES LLC - POB 14 LIMEPORT, PA 18060 - NOT INVESTMENT RELATED - OWNER - TELECOMMUNICATIONS MARKETING BUSINESS - 1 HR/MO, 1 HR/MO DURING TRADING HOURS - SINCE 1992
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-14 |
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