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Taylor Kishfy

Viable

Malvern, PA

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Current Employers
Viable

Malvern, PA • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-14
PA RA APPROVED 2025-07-13
  • NJ RA
    APPROVED
    Since 2025-07-14
  • PA RA
    APPROVED
    Since 2025-07-13

Branch Locations

Malvern, 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
Massmutual Edison NJ 06/2020 03/2021
Mml Investors Services Edison NJ 06/2020 03/2021
Thunder Mountain Ringwood NJ 07/2014 01/2018
North Jersey Country Club Wayne NJ 06/2017 10/2019
Allied Power Llc Wayne NJ 01/2018 09/2018
Unemployed Wayne NJ 10/2019 06/2020
Cetera Financal Specialists Llc Schaumburg IL 03/2021 07/2025
Cetera Investment Advisers Llc Schaumburg IL 03/2021 07/2025
Bgs Capital Management Rochelle Park NJ 03/2021 07/2025
North Jersey Country Club Wayne NJ 06/2017 10/2022
Thunder Mountain Ringwood NJ 07/2014 09/2019
Viable Planning, Llc Rochelle Park NJ 07/2025 Present
  • 06/2020 → 03/2021
    Massmutual
    Edison, NJ
  • 06/2020 → 03/2021
    Mml Investors Services
    Edison, NJ
  • 07/2014 → 01/2018
    Thunder Mountain
    Ringwood, NJ
  • 06/2017 → 10/2019
    North Jersey Country Club
    Wayne, NJ
  • 01/2018 → 09/2018
    Allied Power Llc
    Wayne, NJ
  • 10/2019 → 06/2020
    Unemployed
    Wayne, NJ
  • 03/2021 → 07/2025
    Cetera Financal Specialists Llc
    Schaumburg, IL
  • 03/2021 → 07/2025
    Schaumburg, IL
  • 03/2021 → 07/2025
    Bgs Capital Management
    Rochelle Park, NJ
  • 06/2017 → 10/2022
    North Jersey Country Club
    Wayne, NJ
  • 07/2014 → 09/2019
    Thunder Mountain
    Ringwood, NJ
  • 07/2025 → Present
    Viable Planning, Llc
    Rochelle Park, NJ
Previous Registrations
Other Businesses

1) FRANKLIN LAKES CHAMBER OF COMMERCE; FRANKLIN LAKES, NJ; NON INVESTMENT RELATED; BOARD MEMBER; SINCE 07/2020; 20 HRS/MO 2) NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 10/2021; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 04/2024, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS, HEALTH, PROPERTY & CASUALTY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-18
  • S66 Uniform Combined State Law Examination
    2020-12-18
Designations
Other Names
  • Taylor Kishfy
  • Taylor James Kishfy

View on SEC IAPD

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