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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 | 2019-10-02 |
Branch Locations
35 Braintree Hill Office Park, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Bank | East Weymouth | MA | 06/2008 | 08/2019 |
| Infinex Investments - Finra Fingerprint | Meriden | CT | 02/2019 | 08/2019 |
| Lincoln Investment Llc | Fort Washington | PA | 09/2019 | Present |
| Capital Analysts | Fort Washington | PA | 09/2019 | Present |
TRIPLE V, INC. DBA MARSHALL WEALTH MANAGEMENT POSITION: Director of Client Services NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2019 ADDRESS: 52 Accord Park Drive, Norwell MA 02061, United States DESCRIPTION: Assisting president with client services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-06 |
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