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418 E King St, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Krane Investments, Llc | New York | NY | 05/2013 | 07/2017 |
| Retired | Great Neck | NY | 07/2017 | 03/2019 |
| Triad Advisors | Norcross | GA | 03/2019 | 12/2019 |
| Targeted Financial Services, Llc | Holmdel | NJ | 03/2019 | 12/2019 |
| Sowell Management | North Little Rock | AR | 12/2019 | 08/2025 |
| Harvest Usa | New York | NY | 12/2020 | 10/2021 |
| Traynor Capital Management | Malvern | PA | 08/2025 | Present |
ORG NAME:COOPERATIVE FINANCIAL, LLC | ORG ADDR:MIAMI BEACH, FL | NATURE OF BUS:ADVISORY FIRM | INVST REL:Y | TITLE:OWNER | DUTIES:MANAGE THE COMPANY | START DT:01/2020 | TOTAL HRS P/M:80.| ORG NAME:RENTAL PROPERTIES | ORG ADDR:BROOKLYN, NY, US | NATURE OF BUS:CO-OP AND CONDO APTS RESIDENTIAL USE ONLY | INVST REL:N | TITLE:OWNER | DUTIES:RENTAL PROPERTIES, APPROXIMATELY 15 CONDOMINIUMS, APARTMENTS. | START DT:01/01/1989 | TOTAL HRS P/M:1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-30 |
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