Alec Lane Goldberg

Current Employers

Employment History

• 11/2022 → 05/2025
  Cadaret, Grant & Co., Inc.
  New Britain, PA
• 06/2022 → 10/2022
  Broad Street Financial Llc
  Bala Cynwald, PA
• 06/2012 → 06/2018
  Plymouth Whitemarsh Senior High School
  Plymouth Meeting, PA
• 07/2018 → 05/2022
  The Pennsylvania State University
  State College, PA
• 05/2025 → Present
  Kingswood Capital Partners Llc
  New Britain, PA
• 05/2025 → Present
  Kingswood Wealth Advisors
  New Britain, PA

Previous Registrations

• 2024-04-19 → 2025-05-30
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  New Britain, PA
  Little Silver, NJ
  Syracuse, NY

Other Businesses

1.CAPITAL INSURANCE & INVESTMENT PLANNING, INC POSITION: Agent/Employee. NATURE: Insurance: Life/Health, Long-Term-Care, Fixed Annuities, Disability. Investment Related: Yes. SECURITIES TRADING HOURS: 160 START DATE: 11/01/2022. ADDRESS: 350 E. Butler Ave, Suite 102, New Britain, PA 18901 Description: Sales and Operations. 2.CAPITAL INSURANCE & INVESTMENT PLANNING, INC POSITION: Representative. NATURE: DBA. Investment Related: Yes. SECURITIES TRADING HOURS: 160 START DATE: 11/01/2022. ADDRESS: 350 E. Butler Ave, Suite 102, New Britain, PA 18901 Description: Securities/Financial Planning/Investment Management.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-16