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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-06 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
2875 Pga Blvd, Suite 100, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph S. Karp, P.A. | Palm Beach Gardens | FL | 07/1988 | Present |
| Gaines Financial Group Dba Karp Financial Services, Inc. | Palm Beach Gardens | FL | 11/2015 | Present |
| Karp Financial Services, Inc. | Palm Beach Gardens | FL | 02/2002 | Present |
1) KARP FINANCIAL SERVICES, INC. (DBA)- INVESTMENT-RELATED - PALM BEACH GARDENS, FL - INVESTMENT ADVISORY AND INSURANCE BUSINESS - PRESIDENT - 20% OF HIS TIME - HIS DUTIES: ADVISOR AND FIXED INSURANCE (LTD/DI/LIFE INSURANCE). 2) JOSEPH S. KARP, P.A. - NON INVESTMENT-RELATED - PALM BEACH GARDENS, FL - FIRM SERVICES ELDER LAW, ESTATE PLANNING, ESTATE ADMINISTRATION & FIDUCIARY SERVICES - LAWYER & PRESIDENT & SOLE SHAREHOLDER - SINCE 1988 - 79% OF TIME CONDUCTING THIS ACTIVITY - PROVIDING LEGAL ADVICE. 3) HE HAS MULTIPLE REAL ESTATE PROPERTIES HE OWNS/MANAGES AND HE WILL BE SPENDING 1% OF HIS TIME ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-02 |
| S66 | Uniform Combined State Law Examination | 2015-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-29 |
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