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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2004-06-21 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karr Barth Financial Planning, Inc. | Bala Cynwyd | PA | 10/2003 | 05/2021 |
| Equitable Advisors, Llc | Bala Cynwyd | PA | 07/2000 | Present |
| Financial Planning Partners Llc | Bala Cynwyd | PA | 11/2020 | Present |
| Financial Planning Partners Llc | Bala Cynwyd | PA | 02/2021 | Present |
| Equitable Advisors, Llc | Bala Cynwyd | PA | 07/2000 | Present |
1)DBA Integrated Financial Strategies Inc., Investment Related; Bala Cynwyd, PA; Registered Representative and Investment Adviser Representative; 2000; 160 hours per month; 130 hours during trading hours. DBA Karr Barth Associates 2) GLASSBORO EDUCATION FOUNDATION, INC., TRUSTEE, SINCE 6/2002, VICE PRESIDENT SINCE 4/2016, 10 HRS./ MONTH. 3) GLASSBORO HIGH SCHOOL SPORTS HALL OF FAME COMMITTEE, CHAIRPERSON, SINCE 5/1/2006, 5 HRS./MONTH. 4) David Kalapos, Sole proprietor/insurance producer group insurance business, since 3/1/2001, 40 hrs/mo 5) outside insurance brokerage business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-15 |
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