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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-03-22 |
Branch Locations
3101 N. Central Ave. Suite 890, Phoenix, AZ 85012 • United States
Hermitage, TN • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-03-22 |
| CA | RA | APPROVED | 2015-07-27 |
Branch Locations
Hermitage, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bonita United School District | San Dimas | CA | 07/1989 | Present |
| Lincoln Investment Planning, Inc. | Pasadena | CA | 02/1997 | Present |
| Bonita Unified School District | San Dimas | CA | 09/1989 | Present |
| Great American Life Insurance Company | Cincinnati | OH | 10/2014 | Present |
Rental Property Position: Owner of the property Nature: to collect rent, maintain and repair, get tenants as vacancies arise Investment Related: Yes Hours: 5 Securities Trading Hours: 0 Start Date: 1/1/2023 Address: 4114 Church St Old Hickory, TN 37138 Description: to collect rent, maintain and make repairs as needed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-28 |
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