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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2014-07-24 |
Branch Locations
2019 Second Street, Slidell, LA 70458 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2005-09-27 |
Branch Locations
16241 N. Florida Ave, Lutz, FL 33549 • United States
2019 Second Street, Slidell, LA 70458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Lutz | FL | 09/2005 | Present |
| Next Generation Holdings, Llc | Slidell | LA | 05/2012 | Present |
ELDERCARELA, LLC POSITION: COO NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2012 ADDRESS: 2019 Second St, Slidell LA 70458, United States DESCRIPTION: Agent for various insurance companies offering life insurance and LTC. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/1999 ADDRESS: 2019 Second St, Slidell LA 70458, United States DESCRIPTION: Agent NEXT GENERATION HOLDINGS, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/15/2012 ADDRESS: 2019 Second St, Slidell LA 70458, United States DESCRIPTION: I am responsible for day to day operations (bills, insurance coverages, etc). I pay "rent" to the building and I also invest in rental properties that rent out to tenants. I have a property manager that handles the daily operations for the properties. Southern Anchor Financial Group, LLC Position: Co-Owner Nature: branding, offer fixed insurance solutions Investment Related: Yes Hours: 32 Securities Trading Hours: 32 Start Date: 1/15/2026 Address: 2019 2nd St Slidell, LA 70458 Description: Manage the day-to-day operations, compliance requirements, licensing requirements, cash flow.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-31 |
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