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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
| PA | RA | APPROVED | 2025-03-31 |
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 |
|---|---|---|---|---|
| Ups | Tatamy | PA | 05/2021 | 03/2022 |
| Adp | Allentown | PA | 08/2020 | 05/2021 |
| Unemployed | Bethlehem | PA | 02/2020 | 05/2020 |
| Wegmans | Bethlehem | PA | 09/2016 | 02/2020 |
| Fidelity Investments | Center Valley | PA | 07/2024 | Present |
| Panera Bread | Bethlehem | PA | 05/2020 | 09/2020 |
| Unemployed | Nazareth | PA | 04/2024 | 05/2024 |
| Moravian College (Now University) | Bethlehem | PA | 08/2016 | 06/2020 |
| Ups | Tatamy | PA | 03/2022 | 04/2024 |
| Penn Community Bank | Perkasie | PA | 05/2024 | 07/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
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