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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-10 |
| PA | RA | APPROVED | 2025-05-27 |
Branch Locations
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Wilkes Barre | PA | 07/2023 | 01/2025 |
| Us Army | Fort Bliss | TX | 01/2002 | 07/2023 |
| Morgan Stanley | Allentown | PA | 02/2025 | Present |
*630299 - Rental Property; Investment Related - Yes; Asheboro, North Carolina; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2009; During Business Hours: 1; After Business Hours: 0; Sole Proprietor/Owner *630296 - MassMutual; Investment Related - No; Springfield, Massachusetts; Insurance; Contractor,Broker(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2025; During Business Hours: 0; After Business Hours: 0; Customer Service, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-24 |
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