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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-05 |
| PA | RA | APPROVED | 2025-05-16 |
Branch Locations
1350 Broadcasting Road Suite 100, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Camp Hill | PA | 03/2014 | 12/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2022 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 12/2022 | 08/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2023 | 08/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2023 | 05/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2023 | 05/2025 |
| Morgan Stanley Smith Barney Llc | Wyomissing | PA | 05/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
1. LETIP OF MECHANICSBURG / MECHANICSBURG, PA / START 01-OCTOBER-2024 / PRESIDENT, NETWORKING, NIR / 7 HOURS DEVOTED MONTHLY / 7 DURING TRADING. HOST/RUN MEETINGS FOR MEMBERS AND BOARD. *646552 - LeTip of Mechanicsburg; Investment related: No; Mechanicsburg, Pennsylvania; Civic/Religious/Community; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 8; After business hours: 0; Referrals, Check Signing/Funds Disbursements, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-05 |
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