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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-08-27 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-06-02 |
Branch Locations
2019 Second Street, Slidell, LA 70458 • United States
16241 N. Florida Ave, Lutz, FL 33549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 04/2015 | Present |
| Sabadie Group | Slidell | LA | 11/2014 | Present |
KIWANIS CLUB INTERNATIONAL POSITION: Member of the Slidell Kiwanis branch NATURE: Community Service INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 09/25/2016 ADDRESS: 411 E. Redbud Dr, Slidell LA 70458, United States DESCRIPTION: Participate & assist in coordinating community projects. VOLLEYBALL COACHING POSITION: I coach volleyball to kids. NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2023 ADDRESS: 411 E Redbud Dr, Slidell LA 70458, United States DESCRIPTION: I coach kids volleyball. LIFE INSURANCE POSITION: Agent NATURE: Life Insurance & Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2023 ADDRESS: 2019 Second St, Slidell LA 70458, United States DESCRIPTION: Write quotes & submit life insurance policies/fixed annuities. Southern Anchor Financial Group Position: Co-Owner Nature: We will use this business mainly for branding, but will also offer fixed insurance solutions to prospects and clients. Investment Related: Yes Hours: 32 Securities Trading Hours: 32 Start Date: 1/15/2026 Address: 2019 Second St. Slidell, LA 70458 Description: Manage the day to day operations, compliance requirements, licensing requirements, and cash flow
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
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