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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-12-08 |
Branch Locations
660 Sentry Parkway Suite 102, Blue Bell, PA 19422 • 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 |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Boonton | NJ | 10/1991 | 09/2022 |
| Renaissance Financial Services | Boonton | NJ | 12/1992 | 09/2022 |
| Wealthcare Advisory Partners, Llc - Dba Long Financial | Blue Bell | PA | 09/2022 | Present |
INSURANCE SALE WITH VARIOUS INSURANCE COMPANIES, NON-INVESTMENT RELATED, <5% OF TIME DEVOTED TO ACTIVITY, SELL LIFE, HEALTH, DISABILITY & LONG TERM CARE INSURANCE PRODUCTS; JOHN F. NORTON, BOONTON, NJ, INSURANCE, SOLE PROPRIETORSHIP, START 6/1975, <1% OF TIME DEVOTED TO ACTIVITY, SELL LIFE & MEDICAL SUPPLEMENTS INSURANCE PRODUCTS WITH VARIOUS INSURANCE COMPANIES.
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