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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
232 N Second Street, Albemarle, NC 28001 • United States
Salisbury, NC • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-12 |
Branch Locations
232 N Second Street, Albemarle, NC 28001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Investors, Inc. | Springfield | IL | 07/2015 | 07/2022 |
| Horace Mann Companies | Springfield | IL | 08/2015 | 07/2022 |
| Lincoln Investment | Fort Washington | PA | 07/2022 | Present |
POTTS FINANCIAL SERVICES POSITION: CEO, Agent NATURE: P&C Insurance Agency, Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2022 ADDRESS: 232 N Second Street, Albemarle NC 28001, United States DESCRIPTION: Life and fixed annuities sales and service. DBA for Lincoln business. COMMUNITIES IN SCHOOL ROWAN POSITION: Board Member NATURE: Partnering Schools to help kids INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 204 E. Innis, St. #130, Salisbury NC 28144, United States DESCRIPTION: Help with fundraising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-15 |
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