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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-16 |
Branch Locations
780 94Th Ave N, St. Petersburg, FL 33702 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-05 |
| TX | RA | APPROVED | 2017-06-02 |
Branch Locations
780 94Th Avenue North Suite 107, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 10/2000 | 01/2017 |
| Lincoln Investment | St. Petersburg | FL | 01/2017 | Present |
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY POSITION: Producer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: POB 9304, Des Moines IA 50306 DESCRIPTION: Producer EQUITRUST POSITION: Producer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: 7100 Westown Pkwy, Suite 200, West Des Moines IA 50266 DESCRIPTION: Producer NORTH AMERICAN LIFE INSURANCE COMPANY POSITION: producer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2017 ADDRESS: NOA, One Sammons Place, Sioux Falls SD 57193, United States DESCRIPTION: Sale life insurance TRUSTMARK INSURANCE POSITION: Producer NATURE: Voluntary Benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2019 ADDRESS: 400 Field Drive, Lake Forest IL 60045, United States DESCRIPTION: I really don't have any. Trustmark put in place a voluntary benefit option for a group that I have a 457?401a plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-16 |
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