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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 | 2018-10-10 |
Branch Locations
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
Rancho Mirage, CA • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-02 |
Branch Locations
143 Lake Shore Drive, Rancho Mirage, CA 92270 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Indian Wells | CA | 01/2011 | 08/2017 |
| Bank Of America, N.A. | Indian Wells | CA | 06/2011 | 08/2017 |
| Ameriprise Financial Services Inc | Palm Desert | CA | 08/2017 | Present |
| Lincoln Investment Planning | For Washington | PA | 10/2018 | Present |
Richard Marek Position: Agent Nature: Insurance products, Life, LT Care, Disability, Fixed Annuities that fit my clients needs and goals Investment Related: Yes Hours: 20 Securities Trading Hours: 0 Start Date: 10/1/2018 Address: 143 Lake Shore Drive , Rancho Mirage, CA 92270 Description: Identify the right insurance product to fit my clients insurance needs and goals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-08 |
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