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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED_RES | 2026-04-29 |
Branch Locations
470 Norristown Rd, Blue Bell, PA 19422 • United States
300 W State St, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Programs For Benefit Plans Inc. | Philadelphia | PA | 08/1981 | 04/2026 |
| Bcg Securities, Inc. | Cherry Hill | NJ | 11/1986 | 04/2026 |
| Bcg Securities, Inc. | Cherry Hill | NJ | 03/2002 | 04/2026 |
| Horace Mann Companies | Springfield | IL | 01/2019 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 04/2026 | Present |
| Bank Of America, N.A. | Blue Bell | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-15 |
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