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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| PA | RA | APPROVED | 2025-09-11 |
Branch Locations
2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lehigh Carbon Community College | Schnecksville | PA | 01/2018 | 12/2020 |
| Fidelity Investments | Center Valley | PA | 07/2025 | Present |
| Kutztown University | Kutztown | PA | 01/2021 | 12/2022 |
| Northwestern Lehigh High School | New Tripoli | PA | 08/2016 | 12/2017 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 02/2023 | 07/2025 |
| 1847Financial | Allentown | OH | 06/2024 | 07/2025 |
| Jx Oil Painting | Kempton | PA | 06/2025 | 07/2025 |
| The Kempton Community Center | Kempton | PA | 12/2024 | 07/2025 |
| The Albany Township Historical Society | Kempton | PA | 12/2024 | 07/2025 |
OBA-120713|OrgNmn:JX Oil Painting|Org Addr:Kempton,Pennsylvan,US|OBA Nature:Oil Painting|Invst Rel:N|Title:The Painter|Duties:n/a|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-120736|OrgNmn:Albany Township Historical Society|Org Addr:Kempton,Pennsylvan,US|OBA Nature:Historical Society|Invst Rel:N|Title:Board of Director|Duties:Board of Director|StrtDt:07-19-25|TotHrs/mon:3|TrdHrs/mon:0|OBA-122951|OrgNmn:eBay|Org Addr:Kempton,Pennsylvan,US|OBA Nature:Selling used items online. No |Invst Rel:N|Title:eBay Seller|Duties:Selling used items online. No profits|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
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