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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2014-06-18 |
Branch Locations
1350 East Arlington Blvd., Greenville, NC 27858 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2005-09-27 |
Branch Locations
232 N Second Street, Albemarle, NC 28001 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • United States
201 E. Pitt Street Suite 210, Tarboro, NC 27886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc | Albemarle | NC | 09/2005 | Present |
SMR PIRATE POSITION: My office building I own under SMR Pirate has decided to rent space on a long term basis. NATURE: Commercal Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2016 ADDRESS: 1350 East Arlington Blvd, Suite A, Greenville NC 27858 DESCRIPTION: Property manager of the office building AGAPA ENT POSITION: president, agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2004 ADDRESS: 1350 East Arlington Blvd, Suite A, Greenville NC 27858 DESCRIPTION: write life insurance and fixed annuities SRW CONSULTING POSITION: President- NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 04/01/2017 ADDRESS: 1350 East Arlington Blvd, Ste A, Greenville NC 27858, United States DESCRIPTION: This consulting firm manages the tarboro office, pays bills for the office and audits the revenue that comes in for that office and the rep numbers that are attached to that office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-02 |
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