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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-05-27 |
Branch Locations
4215 E. Mcdowell Rd- Ste 103, Mesa, AZ 85215 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-05-21 |
Branch Locations
4215 E. Mcdowell Rd. #103, Mesa, AZ 85215 • United States
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden West | Mesa | AZ | 05/2015 | Present |
| Lincoln Investment | Wyncote | PA | 05/2015 | Present |
GOLDEN WEST POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/20/2015 ADDRESS: 4215 E MCDOWELL RD, #103, MESA AZ 85215 DESCRIPTION: SALES AND SERVICE OF FIXED INSURANCE PRODUCTS ST. MARY'S FOOD BANK ENDOWMENT BOARD POSITION: board member NATURE: Endowment INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/20/2017 ADDRESS: 2831 N 31st Ave, Phoenix AZ 85009, United States DESCRIPTION: Vanguard manages the investments for this organization. I (collectively with the board) confirm proper allocation and risk tolerance presented by Vanguard. I do not chose or recommend investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-03 |
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