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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-18 |
| TX | RA | APPROVED | 2022-05-18 |
Branch Locations
Two Bala Plaza Suite 803, Bala Cynwyd, PA 19004 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Lansdale, PA • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-18 |
| TX | RA | APPROVED | 2022-05-18 |
Branch Locations
Two Bala Plaza Suite 803, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bala Cynwyd | PA | 09/2015 | 05/2022 |
| New York Life Insurance | Bala Cynwyd | PA | 09/2015 | 05/2022 |
| Eagle Strategies Llc | Philadelphia | PA | 10/2015 | 05/2022 |
| Barilotti Wealth Strategies, Llc | Philadelphia | PA | 10/2015 | 05/2022 |
| Barilotti Wealth Strategies & Insurance Solutions, Llc | Philadelphia | PA | 09/2021 | 05/2022 |
| Lincoln Investment | Fort Washington | PA | 05/2022 | Present |
| Capital Analysts | Fort Washington | PA | 05/2022 | Present |
ALEXANDER SNYMAN POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2015 ADDRESS: 2 Bala Plaza, Suite 803, Bala Cynwyd PA 19004, United States DESCRIPTION: Appointed with outside carriers for the purpose of brokering fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-03 |
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