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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
| PA | RA | APPROVED | 2025-01-31 |
Branch Locations
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2022 | 09/2023 |
| Mercedes Benz Of Fort Washington | Fort Washington | PA | 01/2014 | 08/2017 |
| Mcpeake Contracting | Maple Glen | PA | 06/2015 | 01/2020 |
| Long & Foster Real Estate | Blue Bell | PA | 01/2020 | 01/2024 |
| Temple University | Philadelphia | PA | 08/2017 | 12/2020 |
| Sei Investments | Oaks | PA | 09/2023 | 11/2024 |
| Morgan Stanley | Allentown | PA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-28 |
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