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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Coast Financial | Lutz | FL | 10/2014 | 07/2025 |
| Lincoln Investment | Wyncote | PA | 10/2014 | 07/2025 |
| United Planners Financial Services | Scottsdale | AZ | 07/2025 | 02/2026 |
| Lincoln Investment | Fort Washington | PA | 04/2026 | Present |
West Coast Financial Group Position: Licensed Associate Nature: Financial Services Investment Related: Yes Hours: 100 Securities Trading Hours: 100 Start Date: 4/6/2026 Address: 16241 N. Florida Avenue Lutz, FL 33549 Description: Phone coverage, branch marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-04 |
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