Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2002-08-19 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karr Barth Financial Planning, Inc. | Bala Cynwyd | PA | 11/1998 | 06/2021 |
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1) OUTSIDE INSURANCE BROKERAGE BUSINESS. 2) DBA - ZEPLOWITZ GROUP. 3) ZEPLOWITZ COACHING GROUP-CONSULTATION-SINCE 2009-1.5HR/MO.-$350/MO. 4) Boy Scouts of American Cradle of Liberty Council, board member of the Planned Giving Advisory Committee, since 9/1/2020, 2 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-02 |
Reach out to this advisor