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1201 E. Hector St, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-30 |
Branch Locations
13301 West 43Rd Street Unit 6A, Golden, CO 80403 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2009 | 10/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2009 | 10/2020 |
| Longview Wealth Management | Atlanta | GA | 01/2016 | 10/2020 |
| Northstar Financial Companies, Inc. | Conshohocken | PA | 10/2020 | Present |
As of October 1 2020, Comprehensive financial planning under Northstar Financial Companies at 355 S Teller St, Suite 200 Lakewood CO 80226 takes up approximately 20-25 hourse per week. Additionally, 1-2 hours per week are spent acting as an insurance consultant/agent for various insurances companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-19 |
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