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3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-14 |
Branch Locations
656 Main Street, Hellertown, PA 18055 • United States
3570 Hamilton Blvd. Suite 301, Allentown, PA 18103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Asset Management, Inc | Allentown | PA | 07/2023 | Present |
| Iron Hill Construction Management | Bethlehem | PA | 09/2022 | 07/2023 |
| Alston Construction | Allentown | PA | 05/2020 | 08/2022 |
| Knoebels Amusement Park | Elysburg | PA | 06/2012 | 09/2016 |
| Unemployed | Catawissa | PA | 10/2016 | 04/2020 |
| Apw Inc. | Rockaway | NJ | 07/2023 | 01/2025 |
| Apw Inc. | Rockaway | NJ | 01/2025 | Present |
1. Liberty Asset Management, Yes Investment Related, 3570 Hamilton Blvd Ste 301 Allentown PA 18103, RIA, Associate Wealth Advisor, 7/17/2023, 160 hours per month, 130 hours per month trading hours, partnered training on client interactions. 2. Grit Mat Club; Is the business investment related: No; Location of the business: 3705 Route 378 Bethlehem PA 18015 United States; Description of the business: A wrestling club for K-12 grades. Use the sport of wrestling to teach club members important life lessons that will have a positive impact on their future. Build a community where wrestlers from different schools can train and help each other reach their potential. Create a training environment where wrestlers can win on the state, national, and world level.; Position Title: Coach;Start date with business: 2021-09-01;Hours per month devoted to business during trading hours: 0;Hours per month devoted to business outside trading hours: 20;Percentage of total yearly compensation expected to be derived from the business: 25;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-23 |
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