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Alison Ehret

Morton Brown Family Wealth LLC

Allentown, PA

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Current Employers
Morton Brown Family Wealth Llc

600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-21
  • PA RA
    APPROVED
    Since 2026-05-21

Branch Locations

600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Allentown PA 07/2014 05/2019
Raymond James & Associates, Inc. Allentown PA 05/2019 11/2020
Citizens Bank Melville NY 11/2020 03/2024
Unemployed Allentown PA 03/2024 07/2024
Morton Brown Family Wealth, Llc Allentown PA 07/2024 Present
  • 07/2014 → 05/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Allentown, PA
  • 05/2019 → 11/2020
    Raymond James & Associates, Inc.
    Allentown, PA
  • 11/2020 → 03/2024
    Citizens Bank
    Melville, NY
  • 03/2024 → 07/2024
    Unemployed
    Allentown, PA
  • 07/2024 → Present
    Morton Brown Family Wealth, Llc
    Allentown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-21
  • S65 Uniform Investment Adviser Law Examination
    2026-05-21
Other Names
  • Ali Ehret
  • Alison Rebecca Ehret
  • Alison R Ehret

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · ALLENTOWN, PA
SECTOR ANALYSTS LLC · ALLENTOWN, PA
LOMBARD ADVISERS INCORPORATED · Allentown, PA
WELLS FARGO CLEARING SERVICES, LLC · TREXLERTOWN, PA
J.P. MORGAN SECURITIES LLC · Trexlertown, PA
ERICKSON FINANCIAL GROUP, LLC · ALLENTOWN, PA
CETERA INVESTMENT ADVISERS LLC · ALLENTOWN, PA
AMERIPRISE FINANCIAL SERVICES, LLC · WESCOSVILLE, PA

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