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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-12-08 |
Branch Locations
35 Braintree Hill Office Park Suite 204, Braintree, MA 02184 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-03 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Investor Services, Llc | Boston | MA | 03/2012 | 05/2022 |
| Park Avenue Securities Llc | Boston | MA | 03/2015 | 05/2022 |
| Lincoln Investment | Fort Washington | PA | 04/2022 | Present |
| Lincoln Investment | Fort Washington | PA | 10/2022 | Present |
| Capital Analysts | Fort Washington | PA | 10/2022 | Present |
TRIPLE V, INC., DBA MARSHALL WEALTH MANAGEMENT POSITION: Producer NATURE: Producer INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2022 ADDRESS: 52 accord Park Drive, Norwell MA 02061, United States DESCRIPTION: Producer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-13 |
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