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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-21 |
Branch Locations
251 South Market Street, South Williamsport, PA 17702 • United States
364 Erie Avenue, Renovo, PA 17764 • United States
301 Shiffler Avenue, Williamsport, PA 17701 • United States
222 Alegheny Street, Jersey Shore, PA 17740 • United States
250 Main Street, Beech Creek, PA 16822 • United States
448 Bellefonte Avenue, Lock Haven, PA 17745 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 08/2016 | 09/2019 |
| Santander Securities, Llc | Dorchester | MA | 03/2017 | 09/2019 |
| H&R Block | Hughesville | PA | 01/2016 | 02/2017 |
| Infinex Investments, Inc. | Meriden | CT | 09/2019 | Present |
| First Commonwealth Bank | Williamsport | PA | 09/2019 | Present |
1.) First Commonwealth Bank. Yes, investment related. Started in Sept 2019. Banking. Approx 40 yours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-18 |
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