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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 | 2010-08-02 |
| CO | RA | APPROVED | 2010-08-02 |
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 |
|---|---|---|---|---|
| Asian Paradise, Llc | Aurora | CO | 09/2006 | Present |
| Great American Advisors, Inc | Cincinnati | OH | 07/2009 | Present |
| Lincoln Investment | Aurora | CO | 08/2010 | Present |
Medicare/Health Insurance/LTC Position: Agent/Broker Nature: Medicare/Health Insurance/LTC Investment Related: Yes # of Hours: 10 Securities Trading Hours: 10 Address: 18163 E. Amherst Drive Aurora, CO 80013 Description: Use multiple carriers to sell and service Medicare and health insurance policies Asian Paradise LLC Position: Book Keeper, Partner Nature: Cemetery Construction/Development Investment Related: No # of Hours: 10 Securities Trading Hours: 0 Address: 18163 E. Amherst Dr. Aurora, CO 80013 Description: Monitoring the expense and revenue of the business. Copeland Group USA, Inc. Position: Agent Nature: Health Insurance Specialist Investment Related: Yes # of Hours: 20 Securities Trading Hours: 10 Address: 1203A West Loop 281 Longview, TX 75604 Description: Helping senior people to understand the Medicare Program that give them the most benefit Phoenix Star (FMO) Position: Independent Broker/Agent Nature: Health Insurance Investment Related: Yes # of Hours 1 Securities Trading Hours: 0 Address: 18163 E. Amherst Dr. Aurora, CO 80013 Description: Helphing Senior People to get a Medicare Advantage coverage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-13 |
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