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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2002-08-20 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
Armore, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Bala Cynwyd | PA | 07/1999 | Present |
| Karr Barth Financial Planning, Inc. | Bala Cynwyd | PA | 06/2002 | 05/2021 |
| Equitable Advisors, Llc | Bala Cynwyd | PA | 11/1999 | Present |
| Financial Planning Partners Llc | Bala Cynwyd | PA | 02/2021 | Present |
| Equitable Advisors, Llc | Bala Cynwyd | PA | 08/2002 | Present |
1)ATTORNEY, JAMES M FRANK, ATTORNEY AT LAW, 630 ARDMORE AVE ARDMORE, PA 19003, SOLE PROPRIETOR, DUTIES: DRAFT ESTATE PLANNING DOCUMENTS AND PROVIDE ADVICE RELATIVE THERETO, START DATE: 10/1/03, 5HRS PER MO; 2) ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015) FOR BROTHER; 3) WWW.KARRBARTHASSOCIATES.COM, WWW.FFRPRO.COM, WWW.SURGEONSCAPITALMANAGEMENT.COM, WWW.MYIFSADVISOR.COM, AND WWW.KBAPRIVATEWEALTHGROUP.COM
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-02 |
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