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Current Employers
Lakeland Investor Services, Inc.

Conneaut Lake, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2013-04-29
  • PA RA
    APPROVED
    Since 2013-04-29

Branch Locations

Conneaut Lake, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lakeland Investor Services, Inc. Conneaut Lake PA 06/2002 Present
Lakeland Insurance Services, Llc Conneaut Lake PA 08/2018 Present
Previous Registrations
  • 2009-11-02 → 2013-06-04
    Greensburg, PA
  • 2003-08-04 → 2009-11-03
    Independent Advisers Group Corp
    Conneaut Lake, PA
  • 2002-06-13 → 2003-07-22
    Investacorp Advisory Services Inc
    Conneaut Lake, PA
Other Businesses

TRADITIONAL INSURANCE SALES INCLUDING LIFE,ACCIDENT & HEALTH,EQUITY INDEXED ANNUITIES, FIXED ANNUITIES AND DISABILITY. DBA LAKELAND INSURANCE SERVICES, LLC, 11873 OAKLAND BEACH ROAD, CONNEAUT LAKE, PA 16316 - PRESIDENT, ESTABLISHED TO HANDLE ALL ASPECTS OF MY BUSINESS, INCLUDING INSURANCE SALES,ADMINISTRATION OF CONTRACTS, PAYROLL, ADVERTISING ETC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-23
  • S66 Uniform Combined State Law Examination
    2001-03-23

View on SEC IAPD

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