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Bcg Securities, Inc. CRD 70
$894M regulatory AUM 2,100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-28 |
| CT | RA | APPROVED | 2022-06-13 |
| MD | RA | APPROVED | 2022-03-28 |
| VA | RA | APPROVED | 2022-03-10 |
| MI | RA | APPROVED | 2021-10-20 |
| IN | RA | APPROVED | 2021-03-08 |
| NJ | RA | APPROVED | 2019-05-07 |
| FL | RA | APPROVED | 2019-05-06 |
| OH | RA | APPROVED | 2019-05-04 |
| CA | RA | APPROVED | 2019-05-03 |
| IL | RA | APPROVED | 2019-05-03 |
| LA | RA | APPROVED | 2019-05-03 |
| MN | RA | APPROVED | 2019-05-03 |
| NC | RA | APPROVED | 2019-05-03 |
| PA | RA | APPROVED | 2019-05-03 |
Branch Locations
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employment | Langhorne | PA | 12/2007 | Present |
| Signator Investors Inc | Yardley | PA | 08/2009 | 09/2016 |
| John Hancock | Yardley | PA | 02/2009 | 09/2016 |
| Bcg Securities, Inc. | Cherry Hill | NJ | 09/2016 | Present |
| Bcg Securities, Inc. | Cherry Hill | NJ | 05/2019 | Present |
| Horace Mann Companies | Springfield | IL | 09/2016 | Present |
INSURANCE BROKER- LIFE, ANNUITIES, LTC,DI,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-07 |
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