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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 10/2020 | Present |
| Amphitheater School District | Tucson | AZ | 02/2014 | 10/2016 |
| Salpointe Catholic High School | Tucson | AZ | 02/2017 | 05/2019 |
| Marana Unified School District | Tucson | AZ | 07/2018 | 10/2019 |
| Southern Arizona Volleyball Academy | Tucson | AZ | 11/2017 | 02/2020 |
| Arizona National Guard | Flagstaff | AZ | 01/2014 | 05/2022 |
| University Of Arizona Womens Club Volleyball | Tucson | AZ | 08/2019 | 03/2020 |
| University Of Arizona | Tucson | AZ | 09/2016 | 12/2018 |
| Aim Wealth Partners | Tucson | AZ | 01/2019 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-09 |
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