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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 | 2026-03-09 |
| AR | RA | APPROVED | 2024-04-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 05/2022 | 03/2024 |
| University Of Cincinnati | Cincinnati | OH | 08/2021 | 05/2022 |
| Groundspro Llc | Norwood | OH | 04/2021 | 08/2021 |
| University Of Cincinnati | Cincinnati | OH | 12/2020 | 04/2021 |
| Northwestern Mutual | West Chester | OH | 05/2020 | 12/2020 |
| University Of Cincinnati | Cincinnati | OH | 08/2019 | 05/2020 |
| Glendale Public Works | Glendale | OH | 05/2019 | 08/2019 |
| Giovannis Pizzeria | Mount Orab | OH | 06/2019 | 08/2019 |
| Western Brown School District | Mount Orab | OH | 07/2017 | 05/2019 |
| Schoolhouse Pizza | Mount Orab | OH | 05/2017 | 07/2017 |
| Western Brown School District | Hamersville | OH | 06/2012 | 05/2017 |
| Lincoln Investment | Fort Washington | PA | 04/2024 | Present |
| Captal Analysts | Fort Washington | PA | 04/2024 | Present |
ANCHORPOINT FINANCIAL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 200 Westport Drive, Suite A, Cabot AZ 72023, United States DESCRIPTION: Provide insurance to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
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