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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-01 |
Branch Locations
Riverhead, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life | Hauppauge | NY | 01/2016 | 08/2024 |
| Equity Services, Inc. | Montpelier | VT | 01/2016 | 08/2024 |
| Lincoln Investment | Fort Washington | PA | 08/2024 | Present |
| Capital Analysts | Fort Washington | PA | 08/2024 | Present |
INSURANCE - BRIAN REYNOLDS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2024 ADDRESS: 640 Johnson Avenue, Suite 204, Bohemia NY 11716, United States DESCRIPTION: Prospecting and securing insurance solutions for clients for life, health, disability and long term care PECONIC HOCKEY FOUNDATION POSITION: Volunteer/Marketing NATURE: Non-Profit Charity INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2023 ADDRESS: PO Box 374, Wading River NY 11792, United States DESCRIPTION: Selling sponsorships and advertising for Peconic Hockey Foundation COLLECTIBLE SALES POSITION: sole proprietor NATURE: buying and selling collectibles INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 72 Maple Wood Lane, Riverhead NY 11901, United States DESCRIPTION: Sell collectibles on occasion
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-27 |
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