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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
7150 Hamilton Blvd Ste 100, Trexlertown, PA 18087 • United States
1510 Sullivan Trl, Forks Township, PA 18040 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Easton | PA | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Easton | PA | 06/2026 | Present |
| Fidelity Investments | Boston | MA | 05/2018 | 05/2026 |
| Tiaa | Center Valley | PA | 05/2017 | 05/2018 |
| Fidelity Investments | Merrimack | NH | 09/1998 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-08 |
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