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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 | 2012-06-12 |
Branch Locations
35 Braintree Hill Office Suite 400, Braintree, MA 02184 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Mutual Life Insurance Co. | Quincy | MA | 08/1996 | Present |
| Capital Analysts, Incorporated | Quincy | MA | 07/1998 | Present |
| Lincoln Investment | Quincy | MA | 06/2012 | Present |
CAPITAL ANALYSTS OF NEW ENGLAND, INC. POSITION: Rep NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/15/1996 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184, United States DESCRIPTION: If client has interest in insurance, run quotes and provide information.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-07 |
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