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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-06-03 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Crane Building 40 24Th Street 4Th Floor, Pittsburgh, PA 15222 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-06-03 |
Branch Locations
Crane Building 40 24Th St. 4Th Floor, Pittsburgh, PA 15222 • 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 |
|---|---|---|---|---|
| Valic Investment Services Company | Blue Bell | PA | 10/1998 | 05/2020 |
| Lincoln Investment | Fort Washington | PA | 05/2020 | Present |
| Capital Analysts | Fort Washington | PA | 05/2020 | Present |
| The Variable Annuity Marketing Company | Pgh | PA | 07/1995 | 05/2020 |
| Valic | Pgh | PA | 07/1995 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-02 |
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