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Yardley, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-02-10 |
| PA | RA | APPROVED | 2020-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corp | Atlanta | GA | 11/2015 | 10/2020 |
| The Retirement Group, Llc | San Diego | CA | 11/2015 | Present |
| Meschel Wealth Management | Yardley | PA | 09/2020 | Present |
| Purshe Kaplan Sterling | Albany | NY | 10/2020 | Present |
1) INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI VARIOUS CARRIERS, INSURANCE BROKERAGE, AGENT, START OF RELATIONSHIP: JAN 2, 2013 933 Pickering Drive, 2nd Floor, Yardley PA 19067, United States APPROXIMATE # OF HOURS PER MONTH: 4, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 4...... 2) DMDM PARTNERSHIP. NO. 121 LIONS DR YARDLEY PA 19067. REAL ESTATE RENTAL. LANDORD/PARTNER. START 2011. 1, 0. OWNERSHIP/LANDLORD OF RESIDIENTIAL REAL ESTATE FOR RENTAL TO TENANTS 3) DAVID MESCHEL POSITION: Landlord NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 2012; 933 Pickering Drive, 2nd Floor, Yardley PA 19067, United States; DESCRIPTION: OWNERSHIP/LANDLORD OF RESIDIENTIAL REAL ESTATE FOR RENTAL TO TENANTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-19 |
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