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Adam Edward Goldstein

1St Financial Investment, Inc.

Clark'S Summit, PA

Philadelphia, PA

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Current Employers
1St Financial Investment, Inc.

116 North State Street 1St Floor, Clark'S Summit, PA 18411-1056 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-03-26
  • PA RA
    APPROVED
    Since 2020-03-26

Branch Locations

116 North State Street 1St Floor, Clark'S Summit, PA 18411-1056 • United States

Philadelphia, PA • 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
1St Financial Investment, Inc Clark's Summit PA 03/2020 Present
Ag Consulting, Llc Medford NJ 10/2019 Present
1St Financial Tax Services, Llc Clark's Summit PA 03/2020 12/2023
Murray Devine Philadelphia PA 06/2016 01/2019
Valuation Research Corp. Yardley PA 01/2019 08/2019
1St Financial Investments, Inc. Clark's Summit PA 10/2004 Present
Golden Card Breaks Collingswood NJ 08/2020 06/2022
  • 03/2020 → Present
    1St Financial Investment, Inc
    Clark's Summit, PA
  • 10/2019 → Present
    Ag Consulting, Llc
    Medford, NJ
  • 03/2020 → 12/2023
    1St Financial Tax Services, Llc
    Clark's Summit, PA
  • 06/2016 → 01/2019
    Murray Devine
    Philadelphia, PA
  • 01/2019 → 08/2019
    Valuation Research Corp.
    Yardley, PA
  • 10/2004 → Present
    1St Financial Investments, Inc.
    Clark's Summit, PA
  • 08/2020 → 06/2022
    Golden Card Breaks
    Collingswood, NJ
Other Businesses

AG Consulting, LLC Certified Public Accountant for accounting, audits and forensic audits. Both during trading & non-trading hours

Other Names
  • Adam E. Goldstein
  • Adam Goldstein
  • Adam Edward Goldstein
  • Adam E. Goldstein
  • Adam Goldstein
  • Adam Edward Goldstein

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
STONE HOUSE INVESTMENT MANAGEMENT, LLC
STONE SECURITIES INC.
LEIGH BALDWIN & CO., LLC

Other Investors

Jordan Joel Goldstein
Heath Gary Goldstein
PHILIP ALAN GOLDSTEIN
RICHARD MAYOR WEINTRAUB
ERIC DONALD MILLER
Charles J. Parry
THADDEUS JUDE KENNY
JENNIFER HARRIS WILLIAMSON

Other Offices

PNC WEALTH MANAGEMENT LLC · CLARKS SUMMIT, PA
EDWARD JONES · CLARKS SUMMIT, PA
AMERIPRISE FINANCIAL SERVICES, LLC · CLARKS SUMMIT, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Clarks Summit, PA
LPL FINANCIAL LLC · CLARKS SUMMIT, PA
STONE HOUSE INVESTMENT MANAGEMENT, LLC · Clarks Summit, PA
STONE SECURITIES INC. · CLARKS GREEN, PA
LEIGH BALDWIN & CO., LLC · CLARKS SUMMIT, PA

More in Clark's Summit, PA

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