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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 | 2016-06-06 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tampa Fire Rescue | Tampa | FL | 11/1987 | Present |
| Lincoln Investment Planning, Inc. | Lutz | FL | 07/2011 | Present |
| Lincoln Investment Planning, Inc. | Lutz | FL | 01/2012 | Present |
| City Of Tampa, Tampa Fire Rescue | Tampa | FL | 11/1987 | Present |
FIXED INSURANCE POSITION: AGENT-UNDER WEST COAST FINANCIAL GROUP. INC. NATURE: FIXED INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 6 START DATE: 07/01/2011 ADDRESS: 16241 N. FLORIDA AVE, LUTZ FL 33549 DESCRIPTION: MEET WITH CLIENTS - OFFER FIXED ANNUITIES, LIFE INSURANCE. LIFE INSURANCE, ANNUITIES POSITION: Financial Advisor NATURE: Insurance, annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 07/01/2011 ADDRESS: 16241 N. Florida Ave, LUTZ FL 33549, United States DESCRIPTION: Meet with Clientsregarding fixed insurance, annuities TAMPA FIREFIGHTERS MUSEUM POSITION: Volunteer Board Member for Tampa Firefighters Museum. NATURE: Non-profit Museum INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/02/2014 ADDRESS: 720 E. Zack St, Tampa FL 33602, United States DESCRIPTION: Volunteer Board Member.Attend monthly board meeting to help with Museum operation and direction.Volunteer mytime for Museum events4 -8 times a year. TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEES HEALTH PLAN POSITION: Volunteer Board Member and Trustee NATURE: Non-Profit Employee Health Plan Trust INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/23/2021 ADDRESS: 2010 N.W. 150th Avenue, Suite 200, Pembroke Pines FL 33028, United States DESCRIPTION: Fiduciary Trustee oversight of the plans operation, finances and benefits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-24 |
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