Devin Ashley Born

Current Employers

Employment History

• 01/1999 → 04/2019
  B&D Financial Services
  Sinking Spring, PA
• 06/2016 → Present
  Lifemark Securities Corp.
  Rochester, NY
• 06/2017 → 01/2020
  Tax Preparation Services
  Sinking Spring, PA
• 01/1996 → Present
  Independent Insurance Agent
  Sinking Spring, PA

Previous Registrations

• 2008-04-17 → 2016-09-15
  Comprehensive Capital Management, Inc.
  Reading, PA
• 2007-09-14 → 2008-04-29
  Liberty Asset Management
  Allentown, PA
• 2002-07-17 → 2007-09-17
  Asset & Financial Planning, Ltd
  Reading, PA

Other Businesses

1. independent insurance agent,investment related, 128 Matthew Dr., Sinking Spring, PA 19608, MY DUTIES INCLUDE, MARKETING, SALES AND SERVICING CLIENTS, DURING SECURITIES HOURS, I SPEND APPROX. 2 HOURS PER DAY INVOLVED WITH THE DUTIES. Sales and service of FIXED ANNUITIES, WHOLE LIFE, TERM INSURANCE, UNIVERSAL LIFE INSURANCE, LONG-TERM CARE INSURANCE AND HEALTH INSURANCE 2.Assisting clients in their duties of executor. Attending meeting with attorneys, Contacting all investment related companies in notification of death of client. Gathering of all pertinent forms for process of the disbursement of monies. Assist the attorney on record with data gathering for creation of estate accounts. NOT INVESTMENT RELATED. 128 Matthew Drive Sinking Spring, PA 19608

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-08
• S63 Uniform Securities Agent State Law Examination
  1993-06-11

Other Names

• Devin A Born
• Devin Ashley Born
• Devin Ashbley Born