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111 Forrest Avenue First Floor, Narberth, PA 19072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-01-20 |
| TX | RA | APPROVED_RES | 2018-02-12 |
| PA | RA | APPROVED | 2017-11-13 |
Branch Locations
111 Forrest Avenue First Floor, Narberth, PA 19072 • United States
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 |
|---|---|---|---|---|
| Ellis Investment Partners, Llc | Berwyn | PA | 01/2016 | 12/2016 |
| Brookstone Capital Management, Llc | Merion Station | PA | 10/2016 | 10/2017 |
| Auerbach Investment Services, Llc | Conshohocken | PA | 09/2017 | Present |
| Naritrader, Llc | Narberth | PA | 02/2024 | Present |
Licensed insurance agent with the State of Pennsylvania since November 2017, offering life insurance, health insurance, disability insurance, and long term care insurance to customers; Mr. Auerbach does not have a separate entity for the sales of insurance products, and is not an agent with any particular insurance carrier, but is authorized to sell insurance policies issued by various carriers; the outside business is financial-services related and Mr. Auerbach devotes approximately 5-6 hours per week during securities trading hours. Narbitrader, LLC: offering trading signals to third-parties for use in investment decisions and securities portfolio management; Mr. Auerbach devotes approximately 10-15 hours per week during trading hours to this activity; Mr. Auerbach is a member of Narbitrader since February 2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-01 |
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