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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-05 |
Branch Locations
1055 Westlakes Drive Suite 130, Berwyn, PA 19312 • 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 | Wayne | PA | 07/2011 | Present |
| Wealth Advisory Group, Inc. | Wayne | PA | 06/2015 | Present |
SULLIVAN AND COMPANY, LLC 737 SOUTH LATCHES LANE, MERION STATION, PA 19066 INSURANCE PRODUCER - 1/1/2001 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 40 HRS MONTH/40 HRS MONTH DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-03 |
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