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Philadelphia, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfm Asset Management Llc | Philadelphia | PA | 01/2015 | 06/2018 |
| Bird Brand Enterprises Llc | Philadelphia | PA | 06/2018 | Present |
| Be Legendary Media Group Llc | Philadelphia | PA | 08/2019 | Present |
| Bird Financial Group Llc | Philadelphia | PA | 10/2024 | Present |
Bird Brand Enterprises LLC Position: Owner Business address: Same business address as Bird Financial Group Nature of business: Consulting, coaching, speaking, education, business development, and related professional services for individuals, businesses, and organizations. Start date: 2018 Hours per month: Approximately 40 Hours during securities trading hours: 0 Description: Owner of Bird Brand Enterprises LLC, a business engaged in consulting, coaching, speaking, education, business development, and related professional services for individuals, businesses, and organizations. Approximately 40 hours per month are devoted to this activity, with no hours devoted during securities trading hours. Be Legendary Media Group LLC Position: Owner Business address: Same business address as Bird Financial Group Nature of business: Media and content production business engaged in the creation, production, development, and distribution of digital media, video, audio, podcasts, educational and informational content, and related media activities. Start date: 2019 Hours per month: Approximately 40 Hours during securities trading hours: 0 Description: Owner of Be Legendary Media Group LLC, a media and content production business engaged in the creation, production, development, and distribution of digital media, video, audio, podcasts, educational and informational content, and related media activities. Approximately 35 hours per month are devoted to this activity, with no hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 2007-08-16 |
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