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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-06-22 |
Branch Locations
1720 Old Springhouse Lane Suite 310, Dunwoody, GA 30338 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-04-02 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1720 Old Spring House Lane Suite 310, Dunwoody, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Novacare Occupational Health Svcs | Atlanta | GA | 07/1998 | Present |
| Lincoln Investment Planning, Inc. | Atlanta | GA | 07/1999 | Present |
LIFE INSURANCE/Fixed Annuity/MILNER GROUP POSITION: Agent selling Life Insurance and fixed annuity NATURE: Insurance/Fixed Annuity Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/28/2019 ADDRESS: 833 Hurricane Shoals Road, Lawrenceville GA 30043, United States DESCRIPTION: I compete an application and forward it to them to process life insurance/fixed annuity for my clients. Sales and service Williams & Williams Financial Services, Inc. Position: Owner & President Nature: Tax/Accounting Purposes Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 8/7/2008 Address: 321 Young James Circle Stockbridge, GA, GA 30281 Description: Journaling Lincoln compensation for tax/accounting purposes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-13 |
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