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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-09-15 |
Branch Locations
35 Braintree Hill Office Park Suite 400 & 405, Braintree, MA 02184 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-06-17 |
Branch Locations
35 Braintree Hill Office Park Suite 400 & 405, Braintree, MA 02184 • United States
Sagamore Beach, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Financial Group | Wellesley | MA | 10/1994 | Present |
| Aag Securities, Inc. | Cincinnati | OH | 08/1996 | Present |
| Lincoln Investment | Needham | MA | 08/2010 | Present |
GREAT AMERICAN POSITION: REPRESENTATIVE NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 04/01/1996 ADDRESS: VINE ST, CINCINNATI OH 33750 DESCRIPTION: SELLING FIXED ANNUITY PRODUCTS North American Life insurance POSITION: Insurance rep NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/05/2015 ADDRESS: 525 W. Van Buren, Chicago, IL, 60667 DESCRIPTION: providing insurance quotes for and to clients BANNER LIFE POSITION: providing term life insurance to clients NATURE: term life INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 3275 Bennett Creek Avenue, Frederick MD 21704 DESCRIPTION: complete quick quote app
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-04 |
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