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20104 Valley Forge Circle, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-11-01 |
Branch Locations
20104 Valley Forge Circle, King Of Prussia, PA 19406 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors D/B/A Kantor Financial Group, Llc | King Of Prussia | PA | 09/2014 | 10/2016 |
| Certior Financial Group, F/K/A Kantor Financial Group, Llc | King Of Prussia | PA | 11/2016 | Present |
| Mutual Securities, Inc | Camarillo | CA | 11/2016 | Present |
1. TRINITY CHRISTIAN UCC, NON PROFIT, START DATE: 01/01/85, 2009 CHURCH ROAD, SKIPPACK, PA 19474, RELIGIOUS/NON-PROFIT, MEMBER OF FINANCE, PROPERTY & COMOTARY COMMITTEE'S/CONGROGATION MEMBER, NOT INVESTMENT RELATED, 5-10 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. GARY P. GALLAGHER, CPA, SOLE PROPRIETOR, START DATE: 08/01/10, 3330 CUSTOR WAY COLLEGEVILLE, PA 19426, ACCOUNTING, NOT INVESTMENT RELATED, 0-5 HOURS PER MONTH, 0-1 HOURS PER DAY DURING TRADING HOURS. 3. FCS PARTNERSHIP, LLC, START DATE: 04/09/12, 301 RITTENHOUSE RD, ROYERSFORD, PA 19468, ORGANIC COMPOSITING BUSINESS, PARTNER/MINORITY OWNER, NOT INVESTMENT RELATED, 0-5 HOURS PER MONTH, 0-1 HOURS PER DAY DURING TRADING HOURS. . 4. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START DATE: 10/23/2015, 20104 VALLEY FORGE CIRCLE, KING OF PRUSSIA, PA 19406, INDEPENDENT INSURANCE AGENCY/AGENT, SALES OF LIFE, LTC & FIXED ANNUITES, NOT INVESTMENT RELATED, 0-10 HOURS PER MONTH, 0-2 HOURS PER DAY DURING TRADING HOURS. 6. G2 FINANCIAL GROUP, LLC, START DATE: 07/01/2017, 3330 CUSTER WAY COLLEGEVILLE, PA 19426, ADMINISTRATIVE OPERATIONS, NOT INVESTMENT RELATED, 150-175 HOURS PER MONTH, 5-6 HOURS PER DAY DURING TRADING HOURS. 7. G2 Financial Group, LLC., Start Date: 07/01/2017, 10/01/2021 updating intended activities for previously approved in 08/2017, 3330 Custer Way, Collegeville, PA 19426, Administrative operations and private investment transactions, Sole Member of G2 Financial Group, LLC., The LLC will capture revenue and expenses generated from OBA with Certior Financial Group, LLC as well as private investments, Investment Related, 150-175 Hours per month, 5-6 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-02 |
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