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Julia Naccarato

Morton Brown Family Wealth LLC

Allentown, PA

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Current Employers
Morton Brown Family Wealth Llc

600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-10
  • PA RA
    APPROVED
    Since 2025-12-10

Branch Locations

600 W. Hamilton Street Suite 510, Allentown, PA 18101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcr Labs Pennsylvania, Llc Allentown PA 07/2019 12/2021
Godshall's Landscaping Allentown PA 09/2015 07/2019
A Better Way Financial, Llc Allentown PA 02/2022 11/2025
Unemployed Allentown PA 12/2021 02/2022
Morton Brown Family Wealth, Llc Allentown PA 12/2025 Present
  • 07/2019 → 12/2021
    Mcr Labs Pennsylvania, Llc
    Allentown, PA
  • 09/2015 → 07/2019
    Godshall's Landscaping
    Allentown, PA
  • 02/2022 → 11/2025
    A Better Way Financial, Llc
    Allentown, PA
  • 12/2021 → 02/2022
    Unemployed
    Allentown, PA
  • 12/2025 → Present
    Morton Brown Family Wealth, Llc
    Allentown, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-25
  • S65 Uniform Investment Adviser Law Examination
    2024-07-25
Other Names
  • Julia King
  • Julia Naccaarato

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · ALLENTOWN, PA
SECTOR ANALYSTS LLC · ALLENTOWN, PA
LOMBARD ADVISERS INCORPORATED · Allentown, PA
WELLS FARGO CLEARING SERVICES, LLC · TREXLERTOWN, PA
J.P. MORGAN SECURITIES LLC · Trexlertown, PA
ERICKSON FINANCIAL GROUP, LLC · ALLENTOWN, PA
CETERA INVESTMENT ADVISERS LLC · ALLENTOWN, PA
AMERIPRISE FINANCIAL SERVICES, LLC · WESCOSVILLE, PA

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