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600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-11 |
| PA | RA | APPROVED | 2020-03-31 |
Branch Locations
600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2015 | 06/2019 |
| Morgan Stanley | Allentown | PA | 08/2016 | 06/2019 |
| Janney Montgomery Scott, Llc | Allentown | PA | 06/2019 | 03/2020 |
| Morton Brown Family Wealth | Allentown | PA | 03/2020 | Present |
Lehigh Valley Zoo; 5150 Game Preserve Road, Schnecksville, PA 18078; not investment related; Board of Directors; Support the Zoo's mission to create a safe, engaging, and enlightening wildlife experience for guests of all ages as it demonstrates leadership in cultural, scientific, and conservation communities; start date: 10/1/2025; 2 hours per month, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-20 |
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