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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 | 2021-03-25 |
Branch Locations
2668 State Route 7 Suite 31, Cobleskill, NY 12043-9802 • United States
Massena, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning | Wyncote | PA | 06/2002 | Present |
| United Helpers | Ogdensburg | NY | 10/2011 | 12/2022 |
BOYCE FINANCIAL AND INSURANCE SERVICES POSITION: owner NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1994 ADDRESS: 10094 State Route 56, massena NY 13662, United States DESCRIPTION: offering medicare supps/non variable insurance/ supplemental insurance 268 E ORVIS STREET LLC POSITION: Owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 268 E Orvis St, Massena NY 13662, United States DESCRIPTION: landlord, renting out building space
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-07 |
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