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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-08-18 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-02-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Financial Network | Grand Rapids | MI | 09/2017 | 11/2017 |
| Mcs Mortgage Bankers | Grand Rapids | MI | 05/2016 | 09/2016 |
| American Nationwide Mortgage Company | Grand Rapids | MI | 05/2017 | 09/2017 |
| Unemployed | East Lansing | MI | 09/2016 | 05/2017 |
| Lincoln Investment | Fort Washington | PA | 11/2018 | Present |
| Lincoln Investment | Fort Washington | PA | 02/2019 | Present |
| Capital Analysts | Fort Washhington | PA | 08/2020 | Present |
| Michigan Solar | Grand Rapids | MI | 11/2017 | 02/2019 |
B&P Financial Services, Inc. DBA M3 Investment Services Position: Agent Nature: Insurance Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 2/4/2019 Address: 990 N. Main St. Royal Oak, MI 48067 Description: Sales and service of insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-31 |
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