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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-12-08 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 02/2009 | Present |
| Lutz Prep | Lutz | FL | 08/2011 | Present |
| Lincoln Investment | Wyncote | PA | 02/2015 | Present |
| West Coast Financial | Lutz | FL | 02/2015 | Present |
WEST COAST FINANCIAL POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2015 ADDRESS: 16241 N. FLORIDA AVE, LUTZ FL 33549 DESCRIPTION: SALES AND SERVICE OF VARIOUS FIXED INSURANCE PRODUCTS LUTZ PREP POSITION: SUBSTITUTE TEACHER, SOCCER COACH NATURE: SCHOOL INVESTMENT RELATED: NO NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2010 ADDRESS: 7951 N. US HWY 41, LUTZ FL 33549 DESCRIPTION: TEACH AND COACH BROOKS DEBARTOLO COLLEGIATE HIGH SCHOOL POSITION: Soccer Coach NATURE: School INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2010 ADDRESS: 10948 N. Central Ave., Tampa FL 33612, United States DESCRIPTION: Coach
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-07 |
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