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Current Employers
Glen Eagle Advisors, Llc

4422C Route 27, Kingston, NJ 08528-0399 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-05-01
PA RA APPROVED 2017-04-26
  • NJ RA
    APPROVED
    Since 2017-05-01
  • PA RA
    APPROVED
    Since 2017-04-26

Branch Locations

455 Pennsylvania Ave. Suite 2Lf Suite 2Lf, Ft Washington, PA 19034 • United States

4422C Route 27, Kingston, NJ 08528-0399 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cahan Somerman Spewak & Lipschutz Fort Washington PA 07/1989 Present
  • 07/1989 → Present
    Cahan Somerman Spewak & Lipschutz
    Fort Washington, PA
Other Businesses

I AM A PARTNER IN AN ACCOUNTING FIRM, CAHAN SOMERMAN SPEWAK & LIPSCHUTZ. WE SERVICE CUSTOMERS TAX, ACCOUNTING AND BUSINESS NEEDS. THE MAJORITY OF MY TIME WILL BE DEVOTED TO MY ACCOUNTING BUSINESS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-18
  • S66 Uniform Combined State Law Examination
    2017-01-18
Other Names
  • Jay S Lipshutz

View on SEC IAPD

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