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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-31 |
Branch Locations
Crystal Lake, IL • United States
2929 Kenny Road Suite 215, Columbus, OH 43221 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-31 |
Branch Locations
2929 Kenny Road Suite 215, Columbus, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 01/2021 | Present |
| Abbott Nutrition | Columbus | OH | 02/2016 | Present |
| Rock City Church | Hilliard | OH | 03/2018 | 12/2018 |
| Capital Analysts | Fort Washington | PA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-10 |
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