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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-12-11 |
Branch Locations
Crane Building 40 24Th St. 4Th Floor, Pittsburgh, PA 15222 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-06-16 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5301 Grove Rd. M108, Pittsburgh, PA 15236 • United States
Crane Building 40 24Th Street 4Th Floor, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pittsburgh (Full/Part Time | Pittsburgh | PA | 09/1984 | Present |
| Pittsburgh Press Company (Part-Time) | Pittsburgh | PA | 05/1986 | Present |
| Kelly Girl Temporary Agency (Full/Part T | Pittsburgh | PA | 01/1988 | Present |
| Lincoln Investment Planning, Inc. | Pittsburgh | PA | 01/1998 | Present |
LINCOLN LIFE POSITION: BROKER NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 06/01/1994 ADDRESS: LINCOLN NATIONAL LIFE, GREENSBORO NC 27420 DESCRIPTION: NO DUTIES....RESIDUAL INCOME THAT MAY COME IN FROM BUSINESS SOLD DURING TIME PERIOD WORKED THERE. HIGHMARK BC/BS POSITION: BROKER ON HEALTH INSURANCE POLICIES NATURE: HEALTH INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/22/2013 ADDRESS: FIFTH AVENUE, PITTSBURGH PA 15219 DESCRIPTION: BROKER ON EXISTING HEALTH INSURANCE POLICIES WRITTEN BY JUDY FRIEDEL. WILL SERVICE POLICIES AS NEEDED. BOUGHT JUDY'S ENTIRE BOOK OF BUSINESS AND WHEN MY LICENSING WAS COMPLETED WITH HIGHMARK, I WAS PUT ON AS SERVICING AGENT FOR HER ACCOUNTS. CYNTHIA L. EGAN, INC., DBA EGAN WEALTH MANAGEMENT POSITION: President, Owner NATURE: Tax & Accounting Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/09/2004 ADDRESS: 4504 Brownsville Road, Pittsburgh PA 15236, United States DESCRIPTION: Financial Advisor Investment Advisor Rep Cynthia L. Egan (not Inc.) Position: Payroll Management Nature: Tax/Accounting Purposes - Reimbursement/Payroll Investment Related: Yes Hours: 130 Securities Trading Hours: 130 Start Date: 4/27/2026 Address: 4504 Brownsville Road Pittsburgh, Pennsylvania 15236 Description: A full-time employee is being shared with another Lincoln representative. FP paying reimbursement to my personal name (not corporation). Funds are then journaled to corporation and paid to the employee for tax/accounting purposes. Cynthia L. Egan - Insurance Position: Agent. Nature: Life Insurance and Fixed Annuities licensure with Columbus Life Investment Related: Yes Hours: 5 Securities Trading Hours: 5 Start Date: 4/27/2026 Address: 4504 Brownsville Road Pittsburgh, Pennsylvania 15236 Description: When purchased an FPs business he has many accounts directly with Columbus Life. Need to get licensed with them to service these clients and do additional business with this company if needed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-23 |
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