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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 | 2016-09-23 |
Branch Locations
1710 W. Colonial Drive, Orlando, FL 32804 • 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 |
|---|---|---|---|---|
| Winter Park Wealth Group | Winter Park | FL | 11/2013 | 09/2016 |
| Lincoln Investment | Fort Washington | PA | 09/2016 | Present |
| The Rawls Company | Orlando | FL | 09/2016 | Present |
| Sharks & Sailors, Llc | Winter Park | FL | 01/2015 | Present |
THE RAWLS COMPANY POSITION: Associate Planner NATURE: Business Succession Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/19/2016 ADDRESS: 1710 W, Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Internal training. Support Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-11 |
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