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1201 E. Hector St, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-17 |
| PA | RA | APPROVED | 2003-01-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Northstar Financial Group | Conshohocken | PA | 12/2002 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2008 | 07/2020 |
| Longview Wealth Management | Atlanta | GA | 01/2018 | 12/2018 |
1. NORTHSTAR FINANCIAL COMPANIES, INC 1100 E HECTOR STREET CONSHOHOCKEN, PA 19428. REGISTERED INVESTMENT ADVISER, AS PRESIDENT AND 100% OWNER,INVESTMENT RELATED. 2. ACAJOU, 680 PNELLYN BLUE BELL PIKE, BLUE BELL, PA 19422. BEGAN 3/08 AS CFO OF SPOUSE'S INTERIOR DESIGN STORE. NOT INVESTMENT RELATED. DEVOTES 10 HRS/WK, NONE DURING TRADING. 3. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 4. 2) J2SM LLC, 1201 E. HECTOR ST., CONSHOHOCKEN, PA 19428, NOT INVESTMENT-RELATED, LLC TO HOLD REAL ESTATE, MANAGING PARTNER, SINCE 7/2024, APPROXIMATELY 10-12 HOURS A MONTH, NO HOURS DEVOTED DURING TRADING HOURS, REAL ESTATE LLC THAT HOLDS THE BUILDING WHERE THE ADVISER IS LOCATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-01 |
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