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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoebe Home | Allentown | PA | 02/2009 | 11/2016 |
| Grove City College | Grove City | PA | 09/2015 | 05/2019 |
| Morgan Stanley | Allentown | PA | 05/2017 | 08/2017 |
| Victory Valley Camp | Zionsville | PA | 06/2013 | 05/2019 |
| Grove City Alliance Church | Grove City | PA | 09/2015 | 07/2019 |
| Lehigh Christian Academy | Allentown | PA | 04/2017 | 07/2019 |
| Lehigh Christian Academy | Allentown | PA | 09/2019 | Present |
| Mutual Of Omaha Insurance Company | Bethlehem Pa | PA | 10/2019 | 11/2020 |
| Mutual Of Omaha Investor Services | Bethlehem Pa | PA | 10/2019 | 11/2020 |
| Morgan Stanley | Allentown | PA | 02/2021 | 08/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | 08/2024 |
| Peoples & Co Private Wealth Stewardship | Allentown | PA | 08/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
Fixed insurance sales, located in Allentown, PA, as of 06/27/2024, 2% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-14 |
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