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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Brokerage Services | Wyndmoor | PA | 01/1997 | Present |
| Mcginn, Smith & Co., Inc. | Albany | NY | 02/2007 | Present |
| Fusion Investment Advisors, Llc | Chalfont | PA | 01/2013 | Present |
OFFICER WITH AMERICAN BROKERAGE SERVICES, INC. LOCATED AT 805 E. WILLOW GROVE AVE, SUITE 2B, WYNDMOOR, PA 19038. LIFE INSURANCE, ANNUITIES AND LIFE SETTLEMENTS. FULL TIME DURING BUSINESS HOURS. DIRECTOR WITH COMPANY, STARTED 01/1997. IN SALES WITH ABS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-03 |
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