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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3600 Route 66 Suite 150, Neptune, NJ 07753 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Neptune City | NJ | 12/2021 | 07/2023 |
| United States Postal Service | Trenton | NJ | 03/1996 | 05/2021 |
| Brendan'S Tax Service Llc | Yardville | NJ | 05/2021 | Present |
| Securities America Advisors | Neptune City | NJ | 09/2022 | 07/2023 |
| Wealthcare Advisory Partners Llc D/B/A Birds Eye Wealth Planning | Neptune City | NJ | 07/2023 | Present |
BRENDAN'S TAX SERVICE LLC POSITION: owner NATURE: Income Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 24 START DATE: 01/01/1990 ADDRESS: 4865 South Broad St, Yardville NJ 08620 DESCRIPTION: I prepare income tax returns
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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