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3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Fort Washington | PA | 04/2005 | 08/2019 |
| Diversfied, Llc | Wilmington | DE | 09/2019 | 06/2024 |
| Securities Service Network, Llc | Wilmengton | DE | 09/2019 | 07/2020 |
| Diversified Enterprises, Llc Dba Diversified, Llc | Wilmington | DE | 06/2024 | Present |
1.) Diversified Insurance, LLC - Investment Related; 2 Tilden Circle, West Chester, PA 19382; Insurance Brokerage; Partner; 9/3/2021; 1hr/mo; none during trading hours; Duties are being a part of the board of directors and overseeing operations of the business. 2.) Diversified Penn, LLC - not investment related; 480 Swedesford Rd. #120, Wayne PA 19087; Operates under Diversified, LLC and used for accounting purposes only; Partner; 9/3/2021; 10hrs/mo; 5 during trading hours; Duties are being a part of the board of directors and overseeing operations of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-01 |
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