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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-18 |
Branch Locations
33 W Ridge Pike, Royersford, PA 19468 • United States
61 Second Ave, Collegeville, PA 19426 • United States
1191 Benjamin Franklin Hwy W, Douglassville, PA 19518 • United States
4930 5Th Street Hwy, Temple, PA 19560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bethlehem | PA | 11/2018 | 05/2024 |
| Wells Fargo Bank, Na/Wells Fargo Home | Bethlehem | PA | 11/2018 | 05/2024 |
| Creditsafe Usa | Allentown | PA | 12/2017 | 10/2018 |
| Wells Fargo Bank, Na | Bethlehem | PA | 04/2014 | 12/2017 |
| Charles Schwab & Co., Inc. | Allentown | PA | 05/2024 | 08/2025 |
| Charles Schwab Bank, Ssb | Allentown | PA | 05/2024 | 08/2025 |
| J.P. Morgan Securities Llc | Royersford | PA | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Royersford | PA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-04 |
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