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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 | 2021-07-21 |
Branch Locations
2202 Timberloch Place Suite 135, The Woodlands, TX 77380 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-24 |
Branch Locations
2202 Timberloch Place Suite 135, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2020 | Present |
| Full-Time Education | Dallas | TX | 08/2016 | 06/2017 |
| Pricewaterhousecoopers | Dallas | TX | 06/2017 | 10/2017 |
| Full-Time Education | Dallas | TX | 10/2017 | 06/2018 |
| Pricewaterhousecoopers | Dallas | TX | 06/2018 | 10/2018 |
| Full-Time Education | Dallas | TX | 10/2018 | 02/2019 |
| Pricewaterhousecoopers | Dallas | TX | 02/2019 | 10/2019 |
| Full-Time Education | Dallas | TX | 10/2019 | 06/2020 |
| Lincoln Investment | Fort Washington | PA | 03/2021 | Present |
| Capital Analysts | Fort Washington | PA | 07/2021 | Present |
OUTLOOK FINANCIAL GROUP POSITION: Salaried Financial Professional NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 06/08/2020 ADDRESS: 2002 Timberloch Place, Ste. 135, The Woodlands TX 77380, United States DESCRIPTION: DBA for Lincoln business. Provided financial services to firm clients through Lincoln.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-22 |
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