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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_RES | 2026-02-05 |
| PA | RA | APPROVED | 2025-01-02 |
| NJ | RA | APPROVED | 2023-02-27 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2020 | 12/2020 |
| Unemployed | Landenburg | PA | 05/2020 | 07/2020 |
| Shipt Inc | San Francisco | CA | 09/2020 | 01/2021 |
| Starbucks | Landenberg | PA | 06/2019 | 05/2020 |
| Pennsylvania State University | Landenberg | PA | 08/2016 | 05/2020 |
| Lincoln Investment | Fort Washington | PA | 05/2021 | Present |
| Triangle Tube | Paulsboro | NJ | 12/2020 | 05/2021 |
| Simone Campbell Tax Consulting Llc | Cinnaminson | NJ | 01/2021 | 12/2022 |
| Lincoln Investment | Fort Washington | PA | 01/2025 | Present |
Simplicity Medford Lakes (BIG) Position: Selling Agent Nature: Insurance and Fixed Annuities Investment Related: Yes Hours: 8 Securities Trading Hours: 8 Start Date: 3/13/2026 Address: 2 N. Main St., Suite 303 Medford, NJ 08055 Description: Selling agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-09 |
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