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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 | 2024-09-12 |
| NH | RA | APPROVED | 2012-05-02 |
Branch Locations
57 Cedar Street, Worcester, MA 01609 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Englewood, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Worcester | MA | 05/2012 | Present |
INDIVIDUAL LIFE INSURANCE POSITION: Agent NATURE: Selling Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/15/2016 ADDRESS: 57 Cedar St, Worchester MA 01609 DESCRIPTION: Selling Individual Life Insurance CLIFFORD & RANO, ASSOCIATES, INC. POSITION: Agent NATURE: Selling Long Term Care Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 57 Cedar Street, Worcester MA 01609, United States DESCRIPTION: Reviewing quotes with potential clients, and possibly selling Long Term Care Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-14 |
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