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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED | 2023-05-31 |
Branch Locations
4900 Freemansburg Av, Easton, PA 18045 • United States
155 Levittown Pkwy, Levittown, PA 19055 • United States
1109 N Bethlehem Pike Ste C, Spring House, PA 19477 • United States
90 W Butler Ave, Ambler, PA 19002 • United States
889 Dekalb Pike, Blue Bell, PA 19422 • United States
270 E Street Rd, Warminster, PA 18974 • United States
136 Welsh Rd, Horsham, PA 19044 • United States
1729 Street Rd, Bensalem, PA 19020 • United States
1840 Airport Rd, Allentown, PA 18109 • United States
229 Plaza Blvd Ste 19, Morrisville, PA 19067 • United States
107 N 7Th St, Allentown, PA 18101 • United States
306 Roseberry St, Phillipsburg, NJ 08865 • United States
203 N Washington Ave, Scranton, PA 18503 • United States
318 N Main St, Doylestown, PA 18901 • United States
140 Easton Rd, Warrington, PA 18976 • United States
4900 Freemansburg Av, Easton, PA 18045 • United States
25 Public Sq, Wilkes Barre, PA 18701 • United States
994 2Nd Street Pike, Richboro, PA 18954 • United States
773 Bethlehem Pike, Montgomeryville, PA 18936 • United States
196 Main Street, Harleysville, PA 19438 • United States
940 Vansant Drive, Yardley, PA 19067 • United States
2500 Welsh Rd, Philadelphia, PA 19152 • United States
1603 N Cedar Crest Blvd, Allentown, PA 18104 • United States
77 E Street Rd, Feasterville Trevose, PA 19053 • United States
912 Street Rd, Southampton, PA 18966 • United States
990 Old York Rd, Abington, PA 19001 • United States
146 W Bridge St, Homestead, PA 15120 • United States
603 Clairton Blvd, Pittsburgh, PA 15236 • United States
5401 Walnut St Ste 1, Pittsburgh, PA 15232 • United States
420 S Craig St, Pittsburgh, PA 15213 • United States
50 Fox Chapel Rd, Pittsburgh, PA 15238 • United States
5832 Forbes Ave, Pittsburgh, PA 15217 • United States
6100 Penn Ave, Pittsburgh, PA 15206 • United States
1279 Lincoln Hwy,, Levittown, PA 19056 • United States
301 Grant St, Ste 103, Pittsburgh, PA 15219 • United States
3903 Washington Rd, Canonsburg, PA 15317 • United States
5045 Library Rd, Bethel Park, PA 15102 • United States
4313 Walnut St, Ste 500, Mckeesport, PA 15132 • United States
1338 Freedom Rd, Cranberry Township, PA 16066 • United States
8990 Duncan Ave, Pittsburgh, PA 15237 • United States
1163 Washington Pike, Bridgeville, PA 15017 • United States
9399 State Route 30, Irwin, PA 15642 • United States
10 Anchor Dr, Pittsburgh, PA 15238 • United States
74 Allegheny River Blvd, Verona, PA 15147 • United States
4868 Mcknight Rd, Pittsburgh, PA 15237 • United States
431 Broad St, Sewickley, PA 15143 • United States
1815 Washington Rd, Pittsburgh, PA 15241 • United States
540 E Ohio St, Pittsburgh, PA 15212 • United States
3618 5Th Ave, Pittsburgh, PA 15213 • United States
200 Chartiers Ave, Mc Kees Rocks, PA 15136 • United States
26 Market Sq Pa,, Pittsburgh, PA 15222 • United States
4163 William Penn Hwy,, Monroeville, PA 15146 • United States
501 Penn Ave, Wilkinsburg, PA 15221 • United States
7150 Hamilton Blvd Ste 100, Trexlertown, PA 18087 • United States
714 Souderton Gdns, Souderton, PA 18964 • United States
600 Town Ctr, New Britain, PA 18901 • United States
6540 Lower York Rd, New Hope, PA 18938 • United States
1510 Sullivan Trl, Forks Township, PA 18040 • United States
2 W Broad St Ste 101, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2017 | 10/2017 |
| Northwestern Mutual Investment Services, Llc | Center Valley | PA | 04/2017 | 10/2017 |
| Keybank | Harleysville | PA | 09/2017 | 09/2018 |
| Key Investment Services Llc | Plymouth Meeting | PA | 11/2017 | 09/2018 |
| Wells Fargo Bank, Na | Horsham | PA | 10/2018 | 12/2019 |
| Wells Fargo Clearing Services, Llc | Horsham | PA | 11/2018 | 12/2019 |
| Fidelity Brokerage Services Llc | Center Valley | PA | 12/2019 | 05/2023 |
| J.P. Morgan Securities Llc | Allentown | PA | 05/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Allentown | PA | 05/2023 | Present |
| Fidelity Investments | Center Valley | PA | 12/2019 | 05/2023 |
| Keycorp And Its Affilicates | Harleysville | PA | 09/2017 | 09/2018 |
| Fidelity Personal And Workplace Advisors | Center Valley | PA | 02/2020 | 05/2023 |
| Monroe College | New Rochelle | NY | 09/2013 | 12/2016 |
| Unemployed | Allentown | PA | 01/2017 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-31 |
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