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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-10 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2019 | Present |
| Steak N Shake | New Port Richey | FL | 05/2012 | 01/2019 |
| West Coast Financial | Lutz | FL | 01/2019 | Present |
| Lincoln Investment | Fort Washington | PA | 07/2021 | Present |
| Capital Analysts | Fort Washington | PA | 07/2021 | Present |
THE BEACH RESPONSIBLY PROJECT POSITION: Treasurer, Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2022 ADDRESS: 1911 5TH AVENUE SOUTH, St Petersburg FL 33712, United States DESCRIPTION: Volunteering to clean up Florida Beaches. Purchase materials needed for beach clean ups. Clean up trash off beaches after major events. Hold fundraisers to raise money for donations to other charities. CHRISTIAN ISALY POSITION: Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 140 START DATE: 05/03/2021 ADDRESS: 16241 N Florida Ave, Lutz FL 33549, United States DESCRIPTION: Attend meetings with Christian to service his existing clients. WEST COAST FINANCIAL GROUP POSITION: Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 145 START DATE: 01/28/2019 ADDRESS: 16241 N Florida Ave, Lutz FL 33549, United States DESCRIPTION: Attend meetings with Christian, Service Clients accounts, turn in and update paperwork and client activity logs, schedule appointments, learn the new technology, follow ups, rebalancing portfolios, etc. Liberty Bankers POSITION: Selling Agent NATURE: Fixed Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 5750 County Road 225, Brownwood TX 76801, United States DESCRIPTION: Selling Fixed Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-27 |
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