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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-27 |
| FL | RA | APPROVED | 2016-03-14 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
Lakewood Ranch, FL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-03-24 |
Branch Locations
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symetra Investment Services, Inc. | Bellevue | WA | 08/2007 | Present |
| Gabor Agency | Tallahassee | FL | 08/2007 | Present |
| Lincoln Investment Llc | Wyncote | PA | 03/2016 | Present |
LAKEWOOD RANCH LEGENDS POSITION: Head Baseball Coach NATURE: Youth Baseball Team INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2022 ADDRESS: 7619 Windy Hill Cove, Lakewood Ranch FL 34202, United States DESCRIPTION: Head Baseball Coach for the Lakewood Ranch Legends youth travel baseball team. I created the team and will be organizing practices/games the team will play in. ST. MARTHA CATHOLIC SCHOOL - SCHOOL BOARD MEMBER POSITION: Member of the School Board. Parent organization that assists in school decisions and updates. NATURE: Pre-k through 8th Grade Catholic School INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 4380 Fruitville Road, Sarasota FL 34232, United States DESCRIPTION: Attend monthly meetings and participate in different sub-committees to help in school affairs CARDINAL MOONEY HIGH SCHOOL BASEBALL POSITION: Volunteer Assistant Coach NATURE: High School Baseball Team INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/28/2025 ADDRESS: 4171 Fruitville Road, Sarasota FL 34232, United States DESCRIPTION: Volunteer Assistant Baseball Coach. Coaching high school baseball players, varsity and jv at some practices and games. Name: Rawlings Tigers Southwest Florida Position: Head Coach and High School Operations Manager Nature: Youth Travel Baseball Investment Related: No Hours: 40 Securities Trading Hours: 0 Start Date: 10/1/2025 Address: 700 River Heritage Blvd Bradenton, FL 34212 Description: Head Coach of youth baseball team and oversee all teams 13U and older
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-14 |
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