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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 | 2021-05-18 |
| RI | RA | APPROVED | 2021-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 08/2019 | 03/2020 |
| Santander Securities, Llc | Dorchester | MA | 08/2019 | 03/2020 |
| Unemployed | Tiverton | RI | 05/2019 | 07/2019 |
| Rollins College | Winter Park | FL | 08/2018 | 05/2019 |
| Bay Coast Bank | Swansea | MA | 05/2018 | 08/2018 |
| Rollins College | Winter Park | FL | 08/2017 | 05/2018 |
| Unemployed | Tiverton | RI | 05/2017 | 08/2017 |
| Nichols College | Dudley | MA | 08/2013 | 05/2017 |
| Financial Planning Alternatvies | Westport | MA | 03/2020 | 05/2022 |
| Lincoln Investment | Westport | MA | 03/2020 | Present |
| Capital Analysts | Fort Washington | PA | 05/2021 | Present |
| Lincoln Investment | Fort Washington | PA | 05/2021 | Present |
Crump POSITION: IMO used for Fixed Annuities and Life, Long Term Care, and Disability Insurance. NATURE: Fixed Annuity & Life, Long Term Care, and Disability Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/24/2022 ADDRESS: 235 Mountain Road, #609, Suffield CT 06078, United States DESCRIPTION: Selling Fixed Annuities and Life, Long Term Care, and Disability Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-09 |
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