Eugene James Long

Current Employers

Employment History

• 01/1998 → 09/2021
  Cadaret, Grant & Co., Inc.
  Blue Bell, PA
• 01/1998 → Present
  Long Financial Group
  Blue Bell, PA
• 09/2021 → 10/2021
  American Portfolios Financial Services, Inc.
  Blue Bell, PA
• 09/2021 → 10/2021
  American Portfolios Advisors, Inc.
  Blue Bell, PA
• 10/2021 → Present
  Wealthcare Advisory Partners Llc Dba Long Financial Group, Inc
  West Chester, PA
• 04/2023 → Present
  M.S. Howells & Co
  Scottsdale, AZ
• 10/2024 → Present
  Love Dogs
  Blue Bell, PA

Previous Registrations

• 2021-09-13 → 2021-10-21
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2008-11-17 → 2021-09-07
  Cadaret, Grant & Co., Inc.
  Blue Bell, PA
  Lambertville, NJ
  Nazareth, PA
  Syracuse, NY
  Syracuse, NY

Other Businesses

1) President of Long Financial Group Inc. Investment related: Yes, 660 Sentry Parkway, Blue Bell PA. 19010, Nature: Selling investments, insurance, accounting and financial planning, Position, and Title: President, Start date: 2).1.1998, 160hrs per month; 160hrs per month during trading hours, description: provide financial planning to clients 3) Eugene Long Insurance Agent, Investment related: No, 660 Sentry Parkway Blue Bell, PA 19010, Nature: Selling life, health, and disability, Position: Sales, Title: owner, Start date: 1.1.1998; 10hrs per month, 10hrs per month during trading hours, Description: Selling life and health and disability 4) Owner of Green Summit Inc & PG5 LP Blue Bell PA. Non-investment related, 660 Sentry Parkway Blue Bell, PA 19010, Nature: commercial and residential real estate rental, Position/Title: Managing Partner, Start date: 1.1.1998, 5)hrs per month, 2hrs per month during trading hours, Description: residential real-estate-rental month 6) GMP Nutraceuticals: Investment related-No; 711 First Ave King of Prussia, PA 19406, Nature: manufacture of nutrition supplements, Position/title: VP of finance, Start date: 9.1.2009, 2hrs per month, 2hrs per month during trading hours, Description: Review the books quarterly and advise of financial decisions 7) Pine Ridge LP; Investment related- No; 660 Sentry Parkway, Blue Bell PA. 19010; Nature- Owning rental properties; Position- Managing Partner; Start date- 1.1.1998; 2hrs per month; 2hrs per month during trading hours; Duties- Owning rental property 8) Love Dogs; Investment related- No; Blue Bell, PA; Nature- Pet Merchandise online retail; Position/Title- CFO. 75% owner; Start date- 10.1.24; Approximately 1 hour per month, 0 during trading hours; Description- Book and Records 9) Sewer Authority Board Scott Township, Investment-related- No; Scott Township, PA; Nature- Sewer Authority; Position/Title- Board Member; Start date- 2.1.25; Approximately 2 hours per month, 0 during trading hours; Description- Over sees the running of the Sewer Authority 10) Wealthcare RIA; Investment Related- Yes; Blue Bell, PA; Nature- RIA; Title- Advisor; Start date- 1.1.22; Approximately 160 hours per month, 160 during trading hours; Description- Financial Advisor 11) Sooner LLC; Investment Related- No; Kalispell, MT; Nature- Car registration; Position/title- Member; Start date- 4.4.25; Approximately 0 hours per month, 0 during trading hours; Description- None 12) EJL Advisor LLC; Investment-related- Yes; Blue Bell, PA; Nature- Pass through; Position/Title- Sole Member; Start date- 7.1.25; Approximately 0 hours per month, 0 during trading hours; Description- Non

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-12
• S63 Uniform Securities Agent State Law Examination
  1994-01-05

Other Names

• E J Long
• Eugene J Long
• Eugene James Long