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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED | 2021-10-26 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED | 2021-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 06/2019 | Present |
| Paychex Inc | Getzville | NY | 06/2018 | 07/2019 |
| Enterprise Rent A Car | Rochester | NY | 05/2007 | 05/2018 |
| Lincoln Investment | Fort Washington | PA | 09/2019 | Present |
| Capital Analysts | Fort Washington | PA | 10/2021 | Present |
COMPLETE MEDICARE SERVICES POSITION: Sales rep. NATURE: Medicare Supp & Advantage Plan sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/15/2019 ADDRESS: 110 Mall Blvd, Lakewood NY 14750, United States DESCRIPTION: Medicare supplement and advantage plan sales. Will be selling plans. FREWSBURG CENTRAL SCHOOL POSITION: Paid Assistant Coach NATURE: Coaching Modified Football INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 6/9/2025 ADDRESS: 26 Institute St. Frewsburg, NY 14738 DESCRIPTION: Generally speaking most practice time and other coaching duties (film study, scouting opponents) would take place outside of securities training hours in the evenings and on weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-23 |
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