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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-22 |
| FL | RA | APPROVED | 2021-04-30 |
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
310 S. Dorset Rd., Troy, OH 45331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Rochester | NY | 12/2016 | 02/2018 |
| Prudential Insurance Company Of America | Rochester | NY | 12/2016 | 02/2018 |
| Unemployed | Rochester | NY | 05/2016 | 12/2016 |
| Lincoln Investment | Fort Washington | PA | 02/2018 | Present |
| Legend Advisory | Rochester | NY | 02/2018 | 09/2019 |
INSURANCE SALES POSITION: Sales Agent - Insurance Sales NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2018 ADDRESS: 1425 Jefferson Road, Rochester NY 14623, United States DESCRIPTION: Insurance quoting and sales TERESA A. HEMANN POSITION: Landlord. NATURE: Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2015 ADDRESS: 243 Richard Street, Rochester NY 14607, United States DESCRIPTION: I own rental property for which I collect rent, show property, and handle all activities associated with rentals. BRIGHTON CHAMBER OF COMMERCE POSITION: Board member NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2022 ADDRESS: 2604 Elmwood Ave, #204, Rochester NY 14618, United States DESCRIPTION: Attend board meetings virtually. Community engagement with local businesses to discuss participating in discount program for chamber members. WEBSTER CHAMBER OF COMMERCE POSITION: Member of Marketing committee NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2022 ADDRESS: 1110 Crosspointe Lane, Suite C, Webster NY 14580, United States DESCRIPTION: Monthly meeting for an hour over zoom to discuss marketing programs for the chamber. Midwest Benefits Solutions, ltd Position: Owner, Agent Nature: Insurance Investment Related: Yes Hours: 10 Securities Trading Hours: 0 Start Date: 1/2/2026 Address: 6714 US Rte 36E Greenville, OH 45331 Description: DBA for Lincoln business. Voluntary benefits for Private businesses and schools: Life insurance, disability, vision, dental, FSA, HSA, Section 125 plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-02 |
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