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Robert Marvin Goldberg

Blue Coast Financial Planning

Maple Glen, PA

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Current Employers
Blue Coast Financial Planning

Maple Glen, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-12
  • PA RA
    APPROVED
    Since 2024-02-12

Branch Locations

Maple Glen, PA • 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
OrganizationCityStateFromTo
Blue Coast Financial Planning Maple Glen PA 12/2023 Present
Accenture Philadelphia PA 11/2011 05/2023
Student Maple Glen PA 06/2023 11/2023
  • 12/2023 → Present
    Blue Coast Financial Planning
    Maple Glen, PA
  • 11/2011 → 05/2023
    Accenture
    Philadelphia, PA
  • 06/2023 → 11/2023
    Student
    Maple Glen, PA
Designations

View on SEC IAPD

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