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51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-30 |
| SC | RA | APPROVED | 2019-12-05 |
| CA | RA | APPROVED | 2019-10-08 |
| MD | RA | APPROVED | 2018-05-30 |
| FL | RA | APPROVED | 2015-07-31 |
| WA | RA | APPROVED | 2015-07-08 |
| NC | RA | APPROVED | 2015-06-17 |
| PA | RA | APPROVED | 2015-06-16 |
Branch Locations
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • UNITED STATES
8500 Brooktree Rd. Suite 210, Wexford, PA 15090 • 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 |
|---|---|---|---|---|
| Bcg Securities, Inc. | Cherry Hill | NJ | 06/2015 | Present |
| Key Wealth Management, Inc. | Wexford | PA | 09/2021 | Present |
1. LANDMARK FINANCIAL PARTNERS POSITION: owner NATURE: Securities through BCG INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2009 ADDRESS: 8500 Brooktree Rd, Suite 210, Wexford PA 15090, United States DESCRIPTION: This is strictly a DBA with only BCG Securities business going through it. 2. LANDMARK TAX AND ACCOUNTING SERVICES POSITION: owner NATURE: Tax and accounting INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2022 ADDRESS: 8500 Brooktree Road, Suite 220, Wexford PA 15090, United States DESCRIPTION: Landmark TAS (DBA TAS Tax and Accounting Services) Offers tax planning and preparation, book keeping, and payroll services for businesses and individuals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-07 |
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