Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-18 |
| PA | RA | APPROVED | 2002-09-20 |
Branch Locations
Maple Glen, PA • United States
40 Monument Rd. Ste. 107, Bala Cynwyd, PA 19004 • 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 |
|---|---|---|---|---|
| Karr Barth Financial Planning, Inc. | Bala Cynwyd | PA | 02/1997 | Present |
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1). OUTSIDE INSURANCE BROKERAGE BUSINESS. 2). DEVELOPMENT CORP. FOR ISRAEL - STATE OF ISRAEL BONDS - SECRETARY - MEMBER, BOARD, EXEC. COMM. - SINCE 2/01, 1-2 HRS./MO. 3) DBA - RUBINGOLDMAN and ASSOCIATES. 4) ABRAMSON CENTER FOR JEWISH LIFE, SENIOR LIVING CENTER, BOARD MEMBER, SINCE 6/09. 5) RGA WEALTH STRATEGIES, LLC., MEMBER, OWNER, USED TO SUPPORT NORMAL BUSINESS OPERATIONS, SINCE 1/2012, 4 HRS/.MONTH. 6) EQUITABLE AGENTS REINSURANCE COMPANY (EARC), TREASURER, BOARD MEMBER, 1 HR./MONTH. 7) Abington Health Foundation, Board of Trustees member, since 9/2016, 1hr/mo, $0 8) TMAA, LLC 40 Monument Rd., #107 Bala Cynwyd, Pa, shareholder, since 4/29/2020, 0 hrs/mo 9) Patriot Financial Partners,LP, since 8/1/2018, limited partner, 0hrs/mo 10) RGA Real Estate, LLC Bala Cynwyd, Pa, since 7/1/2020, shareholder, 0 hrs.mo 11) participation in life settlement transactions through Equitable's approved life settlement broker Ashar Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-18 |
Reach out to this advisor