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14 Penn Plaza Ste 1316, New York, NY 10122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fountainhead Capital Management | Warren | NJ | 04/2022 | 11/2025 |
| Tattory Financial Group | Yardley | PA | 01/1994 | Present |
| Rmr Wealth Management | New York | NY | 11/2025 | Present |
Licensed Insurance Producer since 1982; Nature of Business/Position: sale of insurance products for multiple life and health insurance companies; Investment-related: No; Address of business: Hamilton, NJ; Approximate number of hours/month: 20; Number of hours/month during securities trading hours: 16. Tattory Financial Group, Inc.; Investment-related: No; Address of business: Hamilton, NJ; Nature of Business: C-Corp established in the state of Pennsylvania for the sale of insurance products; Position: Owner/Licensed Insurance Agent; Start of relationship: 3/2002; Approximate number of hours/month: 20; Number of hours/month during securities trading hours: 16; Duties: Sale of insurance products for multiple life and health insurance companies. Action Lambert Realty; Investment-related: No; Address of business: Nottingham Way, Hamilton NJ 08619; Nature of Business: Real Estate Sales; Position: Salesperson; Start of relationship: 6/1995; Approximate number of hours/month: 4 Hr/week; Number of hours/month during securities trading hours: 0; Duties: Listing Agreements, serve as listing agent for existing clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-15 |
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