Inactive

Lawrence E Portnoff

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Current Employers

Ai Advisor, Inc.

Penn Valley, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	1995-10-02

PA RA
APPROVED

Since 1995-10-02

Branch Locations

308 East Lancaster Avenue Suite 200, Wynnewood, PA 19096 • 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

Organization	City	State	From	To
Integrated Financial Resources, Inc.	Wynnewood	PA	02/1989	Present

02/1989 → Present

Integrated Financial Resources, Inc.

Wynnewood, PA

Other Names

Lawrence Portnoff

View on SEC IAPD

Other Firms

CONSERVEST CAPITAL ADVISORS INC

INDEPENDENCE ASSET ADVISORS, LLC

MAINLINE INVESTMENT ADVISERS, LLC

MERION REALTY ADVISERS, LLC

BIRCH CREEK CAPITAL, LLC

CW ADVISORS, LLC

EDWARD JONES

STRAFFORD CAPITAL MANAGEMENT, LLC

Other Investors

CHRISTINA FRANCESCA COPELAND

DAVID JON LORINE

WILLIAM MACLAY HALL

Lacy Redwine

BRUCE EUGENE KARDON

KRISTIN SINDONI

BRENDAN MOLESKI

Avery Elizabeth Cotter

Other Offices

CONSERVEST CAPITAL ADVISORS INC · WYNNEWOOD, PA

INDEPENDENCE ASSET ADVISORS, LLC · WYNNEWOOD, PA

MAINLINE INVESTMENT ADVISERS, LLC · WYNNEWOOD, PA

MERION REALTY ADVISERS, LLC · WYNNEWOOD, PA

BIRCH CREEK CAPITAL, LLC · WYNNEWOOD, PA

CW ADVISORS, LLC · WYNNEWOOD, PA

EDWARD JONES · Wynnewood, PA

CW ADVISORS, LLC · WYNNEWOOD, PA

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