Bernard Norman Meehan

Current Employers

Meehan, Bernard

Astoria, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-06

NY RA
APPROVED

Since 2021-08-06

Branch Locations

Astoria, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bernie Meehan	Astoria	NY	03/1972	Present

03/1972 → Present

Bernie Meehan

Astoria, NY

Previous Registrations

2003-08-01 → 2007-04-24

Walnut Street Securities, Inc.

Astoria, NY
1997-11-12 → 2003-08-01

Nathan & Lewis Securities, Inc.

Astoria, NY

Other Businesses

BUSINESS NAME IS BERNARD MEEHAN, D/B/A/ FORGE FINANCIAL SERVICES. IT OFFERS TAX PREPARATION MOSTLY TO CLIENTS THAT HAVE AN INVESTMENT ACCOUNT WITH ME. I AM THE SOLE PROPRIETOR OF THIS BUSINESS WHICH IS LOCATED AT 1224 31 AVENUE, ASTORIA, NY 11106. BUSINESS COMMENCED IN 1972 AND IS CURRENTLY ACTIVE. I DEVOTE APPROXIMATELY 40 HOURS/MONTH TO THIS BUSINESS OF WHICH ABOUT 20 HOURS/MONTH WOULD BE DURING TRADING HOURS. i AM THE ONLY TAX PREPARER EMPLOYED BY MY FIRM.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-07
S63	Uniform Securities Agent State Law Examination	1988-11-23

S65 Uniform Investment Adviser Law Examination

1999-12-07
S63 Uniform Securities Agent State Law Examination

1988-11-23

Designations

Other Names

Ernard Norman Meehan

View on SEC IAPD