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150 Monument Road Suite 207, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-03 |
Branch Locations
150 Monument Road Suite 207, Bala Cynwyd, PA 19004 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ash Strategy, Llc | Summit | NJ | 01/2010 | 09/2016 |
| Israel A. Englander & Co. Llc | New York | NY | 09/2016 | 09/2020 |
| Eab Investment Group, Llc | Princeton | NJ | 09/2016 | Present |
| Guggenheim Securities | New York | NY | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-16 |
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