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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
| PA | RA | APPROVED | 2024-03-04 |
Branch Locations
4905 W Tilghman St Ste 350, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delaware Valley Advisors | Plymouth Meeting | PA | 09/2022 | 04/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 09/2022 | 04/2023 |
| Securian Financial Services Inc | St Paul | MN | 09/2022 | 04/2023 |
| Allentown Central Catholic | Allentown | PA | 06/2014 | 06/2018 |
| Bucknell University | Lewisburg | PA | 06/2018 | 06/2022 |
| Cryoconcepts | Bethlehem | PA | 06/2021 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-02 |
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