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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-26 |
| FL | RA | APPROVED | 2019-10-08 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
Talahassee, FL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-09 |
Branch Locations
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Tallahassee | FL | 11/2015 | 09/2019 |
| Mml Investors Services, Llc | Tallahassee | FL | 11/2015 | 09/2019 |
| Lincoln Investment | Fort Washington | PA | 10/2019 | Present |
FLORIDA REAL ESTATE FRIENDS POSITION: Referring associate NATURE: Licensed Real Estate Sales Associate (referrals only) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2005 ADDRESS: 1520 Killearn Center Blvd, Tallahassee FL 32309, United States DESCRIPTION: Active license to make referrals to realtors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-05 |
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