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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-08-25 |
Branch Locations
8000 Sagemore Drive Suite 8301, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2004-03-01 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 03/2002 | Present |
| Capital Analysts | Fort Washington | PA | 08/2015 | Present |
Simplicity Group Position: Agent Nature: Fixed Annuity Investment Related: Yes Hours: 6 Securities Trading Hours: 6 Start Date: 06/03/2026 Address: 2 North Main Street, Suite 303 Medford, New Jersey 08055 Description: Reviewing policy as needed. Sales and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-19 |
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