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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-11-09 |
| PA | RA | APPROVED | 2002-04-22 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
Ivyland, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karr Barth Financial Planning, Inc. | Bala Cynwyd | PA | 09/2015 | 05/2021 |
| Equitable Advisors, Llc | New York | NY | 03/2002 | Present |
| Equitable Advisors, Llc | New York | NY | 04/2002 | Present |
| Financial Planning Partners Llc | Bala Cynwyd | PA | 11/2020 | 12/2025 |
| Financial Planning Partners Llc | Bala Cynwyd | PA | 02/2021 | 12/2025 |
1) DBA Integrated Financial Strategies Inc. Investment Related; Bala Cynwyd, PA; Registered Representative and Investment Adviser Representative;2002; 160 hours per month; 130 hours during trading hours. 2) KISTLER TIFFANY BENEFITS - 400 Berwyn Park, Suite 200 899 Cassatt Road Berwyn, PA 19312 - Sales of group life, health and disability insurance - Sales Associate - Start Date: 06/01/2011 - 2 HRS PER MO 3) Michael Gainer, LLC; Not Investment Related;44 Sienna Cir Ivyland, PA 18974; Pass-Thru Entity; President; 4/1/2017; 0 hours per month; 0 hours during trading hours; No duties.4) Administrator or executor of an estate or trustee of a trust for a non-family or family member (revised 10/10/2015), Non-Investment-related, nature of OBA: Trustee of son's trust, Co-Guardian, and POA, start date: n/a, # of hours/month: n/a, Yearly Compensation: n/a, duties relating to the OBA: It's a special needs trust for my son.;5) Miracle League of Northampton Township, PA PO Box 453 Richboro, PA 18954-0453, Non-Investment-related, nature of OBA: Board Member, position/title/relationship with OBA: Board Member, start date: 10/12/2022, 5 hours/month, Yearly Compensation: 0 , duties relating to the OBA: This is a charity organization that provides social and athletic programs for individuals with special needs and their families across Bucks County PA and neighboring communities. As a board member I would be helping with the general organization of activities and fundraising efforts.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-12 |
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