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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-20 |
| MI | RA | APPROVED | 2026-01-16 |
| NY | RA | APPROVED | 2021-05-18 |
| WV | RA | APPROVED | 2021-04-26 |
| NH | RA | APPROVED | 2020-01-17 |
| NC | RA | APPROVED | 2017-10-18 |
| NV | RA | APPROVED | 2016-08-11 |
| DE | RA | APPROVED | 2016-08-09 |
| SC | RA | APPROVED | 2016-08-06 |
| MD | RA | APPROVED | 2016-08-05 |
| MN | RA | APPROVED | 2016-08-05 |
| NJ | RA | APPROVED | 2016-08-04 |
| CA | RA | APPROVED | 2016-08-03 |
| GA | RA | APPROVED | 2016-08-03 |
| VA | RA | APPROVED | 2016-08-03 |
| CT | RA | APPROVED | 2016-08-02 |
| IL | RA | APPROVED | 2016-08-02 |
| OH | RA | APPROVED | 2016-08-02 |
| FL | RA | APPROVED | 2016-07-25 |
| PA | RA | APPROVED | 2016-07-22 |
Branch Locations
15 E Ridge Pike, Conshohocken, PA 19428 • United States
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
15 E Ridge Pike, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2004-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstrust Financial Advisors | Conshohocken | PA | 09/2006 | Present |
| Axa Advisors, Llc | New York | NY | 07/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2016 | Present |
1)FIRSTRUST FINANCIAL ADVISORS 15 E. RIDGE PIKE CONSHOHOCKEN, PA 19428, REGISTERED INVESTMENT ADVISOR, DUTIES: OWNER/PRINCIPAL, FINANCIAL PLANNING AND EMPLOYEE BENEFIT CONSULTING (CURRENTLY DORMANT), START DATE: 9/1/06, 0 HRS PER MO; 2) PFR INVESTMENT PARTNERS 2, MEMBER OF THE LLC, DUTIES: MAKE DECISIONS WITH OTHER PARTNERS ON INVESTMENT DECISIONS PROVIDED TO US BY 3RD PARTIES. ONCE THE INVESTMENTS ARE MADE WE DO NOT MANAGE THE INVESTMENTS, WE ARE PASSIVE INVESTORS, START DATE: 11/1/13, 0 HRS PER MO, BANK ACCT, NOT A SIGNATOR;3) FIRSTRUST FINANCIAL RESOURCES, LLC, 15 E. RIDGE PIKE CONSHOHOCKEN, PA 19428, PRESIDENT/CEO, DUTIES: MANAGING PARTNER, PRODUCER GROUP AND LICENSED INSURANCE AGENCY, START DATE: 9/1/06, 12 HRS PER MO; 4) AVALON FAMILY VENTURES LLC, MEMBER, START DATE: 9./24/20, 0 HRS PER MO, BANK ACCT, SIGNATOR;5) EXECUTOR FOR WIFE UPON DEATH, START DATE: 02/01/21, 0 HR PER MO, NOT INVESTMENT RELATED; 6) MAYOR OF CHERRY HILL TOWNSHIP, NJ, MAYOR, GOVERNMENTAL/PUBLIC SERVICE, START DATE:01/01/24, 40 HRS PER MO, NOT INVESTMENT RELATED; 7) OUTSIDE INSURANCE BROKERAGE BUSINESS; 8) USING DFLEISHER@FFREMAIL.COM TO CONDUCT EQUITABLE BUSINESS; 9) USING HTTP://WWW.CHERRYHILL-NJ.COM/, WWW.FFRPRO.COM, AND WWW.KARRBARTH.COM; 10)DBA: FIRSTRUST FINANCIAL RESOURCES LLC, INDEPENDENT INSURANCE AGENT SELLING DENTAL AND GROUP DISABILITY INCOME/ DISABILITY/LIFE/ACCIDENT/HEALTH/LTC THROUGH FIRSTRUST FINANCIAL RESOURCES, LLC AT BUSINESS ADDRESS FOR 1 WKDY & 0 EVE/WKND HRS/WK SINCE 9/2006.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-30 |
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