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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-02-09 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2008-02-07 |
Branch Locations
31 South Ave W., Cranford, NJ 07016 • United States
Valhalla, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nyc Fire Department | New York | NY | 10/1995 | Present |
| Lincoln Investment Planning, Inc. | Staten Island | NY | 02/2005 | Present |
LIL' BRAVEST POSITION: PART OF THE BOARD OF DIRECTORS NATURE: CHARITABLE ORGANIZATION INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 05/31/2012 ADDRESS: 153 EAST CENTRAL AVE, FL 1, PEARL RIVER NY 10965 DESCRIPTION: HELPING TO START THIS CHARITABLE ORGANIZATION TO HELP CHILDREN AFFECTED WITH CANCER AND OTHER CHILDHOOD DISEASES. I WILL PROVIDE SOME OVERSIGHT BY DELEGATING TASKS AND DUTIES TO BE CARRIED OUT AS PART OF THE 501C3. NY CITY FIRE DEPARTMENT POSITION: Lieutentant of the New York City Fire Department NATURE: Civil Service-firefighter INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 72 START DATE: 10/15/1995 ADDRESS: Pier 53, Foot of Bloomfield St, New York NY 10014, United States DESCRIPTION: Respond to and mitigate various emergencies in NYC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-19 |
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