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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-02-04 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Phoenixville, PA • United States
Lewes, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottsdale Securities | Hartford | CT | 01/2000 | 02/2018 |
| Td Ameritrade, Inc. | Jenkintown | PA | 02/2018 | 09/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 09/2019 |
| Lincoln Investment | Fort Washington | PA | 02/2020 | Present |
| Unemployed | Phoenixville | PA | 09/2019 | 02/2020 |
STONEY CREEK HOMEBREWERS POSITION: Competition Director NATURE: Non-profit group of homebrewers INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2022 ADDRESS: Phoenixville, Phoenixville PA 19460, United States DESCRIPTION: Coordinate and run the annual competition the club hosts that is open to the public. I also coordinate and run the intra-club competitions that take place each month. TIFFANI A TODD CAMPAIGN POSITION: Treasurer NATURE: Administrator of bank account INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2025 ADDRESS: 200 E Freedley St, Norristown PA 19041, United States DESCRIPTION: Tiffani is running to be Council member of Norristown Ward 3, an elected position. She is looking to set up a bank account to accept donations. My duties may include: opening and managing the accoundepositing receipts, recordkeeping, and filing reports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-17 |
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