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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worcester Police Department | Worcester | MA | 01/2016 | Present |
| Cetera Advisor Networks | El Segundo | CA | 08/2021 | 01/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2022 | 05/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2022 | 05/2023 |
| Lincoln Investment | Fort Washington | PA | 06/2023 | Present |
| Capital Analysts | Fort Washingotn | PA | 06/2023 | Present |
INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2023 ADDRESS: 57 Cedar Street, Worcester MA 01609, United States DESCRIPTION: Appointed with insurance carriers to sell life insurance and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-16 |
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