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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2015-12-01 |
Branch Locations
7501 Greenway Center Drive Suite 420, Greenbelt, MD 20770-3579 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2015-11-25 |
Branch Locations
7501 Greenway Center Drive Suite 420, Greenbelt, MD 20770-3579 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 02/2015 | Present |
COLUMBUS LIFE POSITION: Sales representative NATURE: Non equity life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/11/2016 ADDRESS: 400 East Fourth St., Cincinnati OH 45202-3302 DESCRIPTION: Impart product knowledge to prospective clients, discuss face amount coverage that best fits their needs, and collect medical and personal information. THE STATE LIFE INSURANCE COMPANY/ ONE AMERICA POSITION: representative NATURE: Long Term Care Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2017 ADDRESS: P.O. Box 6062, Indianapolis IN 46206-6062 DESCRIPTION: After working with a client they may be in need of LTC insurance to help support long term financial goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-30 |
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