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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-30 |
Branch Locations
7 Federal Street Suite 31, Danvers, MA 01923 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
767 Main Rd Unit 6, Westport, MA 01460 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-08-15 |
Branch Locations
767 Main Rd Unit 6, Westport, MA 01460 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning | Beverly | MA | 10/2007 | Present |
767 MAIN RD REALTY LLC POSITION: Partner NATURE: Office for business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2022 ADDRESS: 767 Main Road Unit 6, Westport MA 02790, United States DESCRIPTION: Pay bills COMPANION LIFE DISABILITY WITH THE TOWN OF WERSTPORT POSITION: Agent NATURE: Disability Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 15 START DATE: 02/06/2023 ADDRESS: 767 Main Road Unit 6, Westport MA 02790, United States DESCRIPTION: Submit new applications for disability insurance. Service contracts. Seven Federal Street Partners, LLC Position: Owner Nature: Holds Real Estate for our office. Investment Related: Yes Hours: 4 Securities Trading Hours: 4 Start Date: 7/1/2025 Address: 7 Federal Street Unit 31 Danvers, MA 01923 Description: See that bills of the office get paid
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-25 |
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