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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 | 2023-04-28 |
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 |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 06/2003 | Present |
| Lincoln Investment | Muskegon | MI | 01/2017 | Present |
| Lincoln Investment | Fort Washington | PA | 04/2023 | Present |
| Capital Analysts | Fort Washington | PA | 04/2023 | Present |
B & P FINANCIAL SERVICES POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2011 ADDRESS: 990 N Main Street, Royal Oak MI 48067, United States DESCRIPTION: Helping clients solve life insurance needs NONE POSITION: Referee NATURE: Basketball INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2018 ADDRESS: 1934 East Apple Avenue, Muskegon MI 49442, United States DESCRIPTION: Referee basketball
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-06 |
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