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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-02-19 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Shore | Pontiac | MI | 06/2015 | 02/2020 |
| Lincoln Investment | Fort Washington | PA | 11/2019 | Present |
B&P Financial Services, Inc. DBA M3 Investment Services Position: Agent Nature: Insurance Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 1/1/2021 Address: 990 N Main St. Royal Oak, MI 48067 Description: Insurance sales and service (90% term life insurance)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
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