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15 E Ridge Pike, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-16 |
Branch Locations
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-29 |
| PA | RA | APPROVED | 2016-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2016 | Present |
| Firstrust Financial Advisors | Conshohocken | PA | 08/2021 | Present |
1) Independent Insurance Agent Selling Disability, Life/Accident/Health, Ltc Through Firstrust Financial Resources (Dba) At Business Address For 10hrs/Wk During Securities Trading & 5hrs/Wknd & Evenings Since 9/2006. 2) Real Estate Related:-Fly Properties Llc -Sole Member - 9/1/2011 - Real Estate Investment And Management - 708 Mount Pleasant Road, Bryn Mawr Pa 19010 - 8 Hr/Month 3) PFR Investment Partners II, LLC - Member - 11/3/2014 - Passive Private Investment - 15 E. Ridge Pike, Conshohocken Pa 19428 - zero hours/month. 4) 1425 Frankford Llc - Member - 4/1/2017 - Real Estate Investment And Management - 1425 Frankford Ave, Philadelphia Pa 19125 - 1hr/Month. 5) Firstrust Financial Advisors, Investment Advisor Representative. 6) Jewish Business Network 4032 Spruce Street Philadelphia Pa 19104 Non-Investment-Related, Nature Of Oba: Board Member/Officer/Director, Start Date: 04/11/2022, 2 Hours/Month, Yearly Compensation: 0 , Duties Relating To The Oba: Creating Business Networking.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-28 |
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