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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-08-22 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Credit Union | Tampa | FL | 08/2015 | 08/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2015 | 08/2017 |
| West Coast Financial Inc | Lutz | FL | 08/2017 | Present |
| Lincoln Investment | Fort Washington | PA | 08/2017 | Present |
FIXED INSURANCE SALES POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2019 ADDRESS: 16241 N. Florida Ave, Lutz FL 33549, United States DESCRIPTION: Life Insurance Sales & Fixed Annuity Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-20 |
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