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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 | 2017-06-02 |
Branch Locations
16241 N. Florida Ave, Lutz, FL 33549 • United States
11316 Se 62Nd. Ave. Ste. 1, Belleview, FL 34420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Inverness | FL | 01/2017 | Present |
| Legend Equities Corporation | Palm Beach Gardens | FL | 06/2003 | 01/2017 |
| Teachers Sharing Answers | Belleview | FL | 09/1998 | Present |
COMBINED BENEFITS GROUP POSITION: I am a servicing agent and sales representative for Combined Benefits Group. NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 08/01/2009 ADDRESS: 1202 Lakeway Dr, Austin TX 78716, United States DESCRIPTION: Through Combined Benefits Group I serve as a sales and servicing representative for supplemental benefits. A HIGHER STANDARD INC. POSITION: President NATURE: Fixed/Insurance business, Flow through entity for tax/accounting purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 01/01/1999 ADDRESS: 11105 SE 92nd CT, Belleview FL 34420, United States DESCRIPTION: This is my Sub S corporation through which commissions are paid for certain fixed annuities and insurance sales. I provide sales and service for these products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-08 |
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