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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-24 |
| PA | RA | APPROVED | 2018-11-27 |
Branch Locations
40 Monument Rd Ste 100, Bala Cynwyd, PA 19004 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Bala Cynwyd | PA | 01/1985 | 11/2018 |
| Nylife Securities Inc. | Radnor | PA | 03/1985 | 11/2018 |
| Eagle Strategies Llc | Bala Cynwyd | PA | 04/2000 | 11/2018 |
| Axa Advisors, Llc | New York | NY | 11/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2018 | Present |
1)ATTORNEY, GARY KLAZMER, ESQ., DUTIES: HOLDS ACTIVE ATTORNEY LICENSES IN PA, CT IS INACTIVE - DOES NOT PARTICIPATE IN EITHER, START DATE: 1/29/18, 0 HRS PER MO; 2) MEMBER OF A LIMITED LIABILITY COMPANY, KLAZMER HOLDINGS, LLC., PARTNER, DUTIES: FAMILY LIMITED LIABILITY CORPORATION, HOLDING PASSIVE INVESTMENTS SUCH AS REAL ESTATE AND OTHER DIVERSIFIED INVESTMENTS, START DATE: 11/29/18, 0 HRS PER MO; 3) KLIP ASSOCIATES 40 MONUMENT RD SUITE 100 BALA CYNWYD, PA 19004, PARTNER, DUTIES: FAMILY LIMITED PARTNERSHIP, HOLDS PASSIVE INVESTMENTS SUCH AS REAL ESTATE AND OTHER DIVERSIFIED INVESTMENTS, START DATE: 11/29/18, 0 HRS PER MO; 4) TFD, LP 40 MONUMENT RD SUITE 100 BALA CYNWYD, PA 19004, PARTNER, DUTIES: FAMILY LIMITED PARTNERSHIP - HOLDS PASSIVE INVESTMENTS SUCH AS REAL ESTATE AND OTHER DIVERSIFIED INVESTMENTS, START DATE: 11/29/18, 0 HRS PER MO; 5) ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), FOR SISTER; 6) RYDAL INVESTMENTS, INC. 707 SIGNAL HILL RD. DRESHER, PA 19046, PARTNER, DUTIES: ENTITY RECEIVING BROKERAGE COMMISSIONS FOR THE DISABILITY, LTC AND GROUP INSURANCE COMMISSIONS, START DATE: 11/29/18, 0 HRS PER MO; 7) KMRK CORPORATION 40 MONUMENT RD SUITE 100 BALA CYNWYD, PA 19004, PRESIDENT, DUTIES: CORPORATE GENERAL PARTNER FOR FAMILY LIMITED PARTNERSHIP (KLIP ASSOCIATES, LP) FOR LIABILITY PURPOSES, START DATE: 11/29/18, 0 HRS PER MO; 8) LIFE SETTLEMENT, ASHAR GROUP - 1800 PEMBROOK DIVE, SUITE 240, ORLANDO, FL 32810, DUTIES: LIFE SETTLEMENT BROKER THROUGH APPROVED EQUITABLE CHANN, START DATE: 11/10/20, 2 HRS PER MO; 9) OUTSIDE INSURANCE BROKERAGE; 10) USING GARY@KLAZMERFINANCIAL.COM AND WWW.KLAZMERFINANCIAL.COM TO CONDUCT EQUITABLE BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-06 |
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