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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-20 |
Branch Locations
881 3Rd Street Suite B-4, Whitehall, PA 18052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacer Financial, Inc. | Malvern | PA | 08/2021 | 08/2022 |
| Temple University | Philadelphia | PA | 08/2017 | 05/2021 |
| Easton Area High School | Easton | PA | 08/2013 | 06/2017 |
| Hartford Funds Distributors, Llc | Wayne | PA | 03/2023 | 08/2025 |
| Kmj Financial Group Llc | Whitehall | PA | 05/2021 | 08/2021 |
| Hanover Engineering | Bethlehem | PA | 05/2018 | 08/2018 |
| Unemployed | West Chester | PA | 08/2022 | 03/2023 |
| Spot On Catering | Easton | PA | 06/2020 | 08/2020 |
| Kmj Financial Group, Llc | Whitehall | PA | 09/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-19 |
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