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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-19 |
Branch Locations
3490 Route 1 North Suite15-D, Princeton, NJ 08540 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Gormley, Sole Proprietor | Lawrenceville | NJ | 12/1998 | 05/2019 |
| Sole Proprietor, Joseph Gormley, Cpa | Princeton | NJ | 02/1990 | Present |
| Glen Eagle Wealth, Llc | Princeton | NJ | 06/2013 | 05/2019 |
| 6 Crowne Point Llc | Lawrenceville | NJ | 03/2017 | 10/2018 |
| Cetera Financial Specialists Llc | Princeton | NJ | 05/2019 | 09/2019 |
| Cetera Investment Advisers Llc | Princeton | NJ | 05/2019 | 09/2019 |
| Smartlife Financial Group Llc | Princeton | NJ | 09/2019 | 01/2021 |
| Portsmouth Financial Services | San Francisco | CA | 07/2020 | 11/2023 |
| Portsmouth-Smartlife Financial Group, Llc | Atlanta | GA | 10/2019 | 11/2023 |
| Glen Eagle Advisors, Llc | Princeton | NJ | 07/2013 | 05/2019 |
| Empirikal Partners Llc | Phoenix | AZ | 12/2023 | Present |
(1) JOSEPH GORMLEY, CPA; PRINCETON, NJ; NON INVESTMENT-RELATED; TAX PREPARATION AND ACCOUNTING SERVICES; OWNER; SINCE 02/1990, 160 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-15 |
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