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Current Employers
Liberty Asset Management

3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-30
  • PA RA
    APPROVED
    Since 2026-06-30

Branch Locations

3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • 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
Purdy's Home Improvement Hewitt NJ 06/2017 08/2020
Awosting Association Hewitt NJ 06/2018 08/2020
Sussex County Miners Augusta NJ 05/2021 08/2021
Jackpocket Warwick NY 05/2021 10/2021
Nylife Securities Llc Saddle Brook NJ 02/2022 06/2026
Eagle Strategies Llc Saddle Brook NJ 10/2023 06/2026
Liberty Asset Management, Llc Allentown PA 06/2026 Present
Apw Inc Totowa NJ 06/2026 07/2026
Apw Inc Totowa NJ 07/2026 Present
Unemployed Hewitt NJ 10/2021 01/2022
Student Hewitt NJ 09/2014 08/2021
  • 06/2017 → 08/2020
    Purdy's Home Improvement
    Hewitt, NJ
  • 06/2018 → 08/2020
    Awosting Association
    Hewitt, NJ
  • 05/2021 → 08/2021
    Sussex County Miners
    Augusta, NJ
  • 05/2021 → 10/2021
    Jackpocket
    Warwick, NY
  • 02/2022 → 06/2026
    Nylife Securities Llc
    Saddle Brook, NJ
  • 10/2023 → 06/2026
    Saddle Brook, NJ
  • 06/2026 → Present
    Liberty Asset Management, Llc
    Allentown, PA
  • 06/2026 → 07/2026
    Apw Inc
    Totowa, NJ
  • 07/2026 → Present
    Apw Inc
    Totowa, NJ
  • 10/2021 → 01/2022
    Unemployed
    Hewitt, NJ
  • 09/2014 → 08/2021
    Student
    Hewitt, NJ
Previous Registrations
Other Businesses

1. Liberty Asset Management, Yes Investment Related, 3570 Hamilton Blvd Ste 301 Allentown PA 18103, RIA, Associate Wealth Advisor, 6-22-26, 48 hours per month, 39 hours per month during trading hours, meet with clients and open new accounts. 2. Liberty Wealth Management, Yes Investment Related, 3570 Hamilton Blvd Ste 301 Allentown PA 18103, Insurance, Insurance Agent, 6/22/26, 16 hours per month, 13 hours per month during trading hours, selling insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-20
S63 Uniform Securities Agent State Law Examination 2023-02-17
  • S65 Uniform Investment Adviser Law Examination
    2023-10-20
  • S63 Uniform Securities Agent State Law Examination
    2023-02-17

View on SEC IAPD

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