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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 05/2026 | Present |
| Ulta | Waco | TX | 09/2016 | 09/2017 |
| Lovett & Associates | Waco | TX | 09/2017 | 09/2023 |
| Cetera Advisors | St. Cloud | MN | 02/2019 | 02/2021 |
| Cetera Advisors | St. Cloud | MN | 02/2021 | 09/2023 |
| Ups | Waco | TX | 11/2021 | 12/2021 |
| Pnc Wealth Management | Cleveland | OH | 09/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-21 |
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