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1201 E. Hector St, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-13 |
| PA | RA | APPROVED | 2008-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial Companies | Conshohocken | PA | 06/2008 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2008 | 07/2020 |
| Longview Wealth Management | Atlanta | GA | 01/2018 | 12/2018 |
1) GUARDIAN, 1 HILLCREST AVE APT 503, MORRISVILLE, PA 19067 BEGAN 12/4/09 AS GUARDIAN OF ESTATE. BEEN APPOINTED AS THE GUARDIAN OF MY AUNT, HER ESTATE AND ALL HER FINANCIAL MATTERS AS PER MY GRANDMOTHER'S WILL. HER INVESTMENT ACCOUNT IS HELD AT NFS. NON-PROFIT. DEVOTES 1 HRS WEEK AND 1 DURING TRADING. 2) J2SM LLC, 1201 E. HECTOR ST., CONSHOHOCKEN, PA 19428, NOT INVESTMENT-RELATED, LLC TO HOLD REAL ESTATE, PARTNER, SINCE 7/2024, APPROXIMATELY 10-12 HOURS A MONTH, NO HOURS DEVOTED DURING TRADING HOURS, PARTNER IN A REAL ESTATE LLC THAT HOLDS THE BUILDING WHERE THE ADVISER IS LOCATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-25 |
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