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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-25 |
| PA | RA | APPROVED | 2005-07-13 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
Villanova, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2005 | 06/2020 |
| Karr Barth Financial Planning, Inc. | Bala Cynwyd | PA | 05/2009 | 10/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2005 | Present |
| Pst Advisors, Llc | Bala Cynwyd | PA | 04/2016 | Present |
1) DBA - RUBINGOLDMAN and ASSOCIATES | Franklin Group Financial Services 2) RIA - PST ADVISORS, LLC, 1 BELMONT AVE., BALA CYNWYD, PA 19004
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-09 |
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