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3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-10-17 |
Branch Locations
3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Co-Leash | Tampa | FL | 02/1999 | Present |
| Comprhensive Asset Mgmt | Parsippany | NJ | 12/2001 | Present |
1. LIBERTY WEALTH MGMT., ALLENTOWN, PA., FIXED INSURANCE/investment related; Services and duties: sales; Title: CFP/shareholder; Time spent: 50%. 2. Liberty Asset Management; Allentown, PA; investment related; Services and duties: adviser, trading; Title: Wealth Adviser; Time spend: 80%. 4. May Holding LLC, New Tripoli, PA; non-investment related; service and duties: rental properties; title: property owner; time spent: 5%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-01-07 |
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