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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-29 |
Branch Locations
4000 Wegmans Drive Suite 200, Bethlehem, PA 18017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Mountain Ski Resort | Palmerton | PA | 12/2010 | 06/2018 |
| Morgan Stanley | Allentown | PA | 06/2018 | 07/2023 |
| Capfinancial Partners Llc (Captrust) | Allentown | PA | 07/2023 | 10/2023 |
| Morton Brown Family Office Llc | Allentown | PA | 11/2023 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | Present |
| Lehigh Valley Investment Group | Bethlehem | PA | 08/2025 | Present |
Fixed insurance sales; Located at 4000 Wegmans Drive, Suite 200, Bethlehem, PA 18017, as of 08/28/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-26 |
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
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