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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2009-05-29 |
Branch Locations
900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shelgren Financial Group | Tacoma | WA | 09/2004 | Present |
| Lincoln Investment Planning | University Place | WA | 01/2009 | Present |
DBA: JOSE M GUECO POSITION: Owner NATURE: Insurance and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2008 ADDRESS: 3900 E Valley Road, Suite 202, Renton WA 98057, United States DESCRIPTION: Sale of life insurance, long-term careand fixed annuities to clients and prospects. As of January 1, 2016, all of Fixed Annuity, Long Term Care, and Term Insurance business will be place through Lincoln. Continuing to service and receive residuals on previous insurance business. ST. PHILOMENA SCHOOL POSITION: Endowment Committee Member NATURE: Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 1815 S 220th St, Des Moines WA 98198, United States DESCRIPTION: Review school budget, endowment fund and school fundraisers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-20 |
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