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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 | 2024-03-27 |
| FL | RA | APPROVED | 2017-12-13 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Tallahassee, FL • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-06 |
Branch Locations
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gabor Agency | Tallahassee | FL | 09/2004 | Present |
| Lincoln Investment | Wyncote | PA | 03/2016 | Present |
SHERO GROUP POSITION: Title Director - Board of Directors NATURE: Non-Profit Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2017 ADDRESS: 5532 Westview Ln, Tallahassee FL 32310, United States DESCRIPTION: To assist the CEO and manage the organization in it's endeavors. MOST WORSHIPFUL UNION GRAND LODGE -MWUGL POSITION: Chairman of the Investment Strategy and Board Committee. Finance & Investment Board Chairman. NATURE: Fraternal INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2020 ADDRESS: 410 Broad St., Jacksonville FL 32202, United States DESCRIPTION: Provide reports on the current status of the investment, conduct meetings of the leadership team. Making and answering calls and emails.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-18 |
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