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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 | 2021-04-27 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Tacoma | WA | 03/2008 | 09/2020 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 11/2020 | 01/2021 |
| Lincoln Investment | Fort Washington | PA | 03/2021 | Present |
| Capital Analysts | Fort Washington | PA | 03/2021 | Present |
| Unemployed | Palm Harbor | FL | 01/2021 | 03/2021 |
INSURANCE SERVICES POSITION: Insurance and Fixed Product Agent NATURE: Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/02/2023 ADDRESS: 16241 N. Florida Ave, Lutz FL 33549, United States DESCRIPTION: Assisting clients with evaluating if insurance-based products are necessary for their respective financial servicing goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-16 |
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