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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 | 2012-07-19 |
Branch Locations
78 Faunce Corner Mall Rd. Suite 515, Dartmouth, MA 02747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Alternatives | Westport | MA | 09/1996 | Present |
| Capital Analysts Inc | Radnor | PA | 07/2002 | Present |
| Massachusetts Financial Group | Westport | MA | 09/1997 | Present |
| Lincoln Investment | Westport | MA | 06/2012 | Present |
FREELANCE POSITION: Sole proprietor NATURE: Acting INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2012 ADDRESS: 24 Egypt Ln, Fairhaven MA 02719, United States DESCRIPTION: Acting Your Theatre, Inc. Position: Recording Secretary Nature: Performing arts Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 11/26/2025 Address: 159 William St New Bedford, MA 02740 Description: Monthly board meetings, executive committee meetings and recording and distributing minutes of meetings. Arts History Architecture New Bedford, AHA Position: Treasurer Nature: Arts and culture Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 11/26/2025 Address: 350 Union St New Bedford, MA 02740 Description: Board meetings and budgeting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-25 |
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