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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2002-08-15 |
Branch Locations
Westchester, PA • United States
1 Belmont Avenue Ste. 1100, 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 | 07/1991 | 05/2021 |
| Equitable Advisors, Llc | Bala Cynwyd | PA | 12/1981 | Present |
| Financial Planning Partners Llc | Bala Cynwyd | PA | 11/2020 | Present |
| Financial Planning Partners Llc | Bala Cynwyd | PA | 02/2021 | Present |
| Equitable Advisors, Llc | New York | NY | 07/2002 | Present |
1) DBA Integrated Financial Strategies Inc. Investment Related; Bala Cynwyd, PA; Registered Representative and Investment Adviser Representative; 1981; 160 hours per month; 130 hours during trading hours. 2) Integrated Financial Strategies, LLC, Partner/Co owner, Duties: Oversight and management, start date: 1/1/93, 30 hrs per mo;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-18 |
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