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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 | 2012-12-06 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ledgers Ins | Maria Stein | OH | 09/1974 | Present |
| Capital Analysts, Incorporated | Maria Stein | OH | 11/1992 | Present |
| Lincoln Investment | Maria Stein | OH | 06/2012 | Present |
RENTAL PROPERTY POSITION: Owner of 40 acres bare ground rented for farming NATURE: farm ground INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2014 ADDRESS: Hasis Rd, Celina OH 45882, United States DESCRIPTION: landlord of property find tenant BOARD OF HEALTH POSITION: Board Member NATURE: County Health Dept INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 ADDRESS: suite 21, Celina OH 45822, United States DESCRIPTION: Work with administration in operation of the County Health Dept. Appointed by Health District BOARD OF DIRECTORS MERCER HEALTH POSITION: Board of Directors for Hospital NATURE: Hospital INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 600 W Main St, Coldwater OH 45828, United States DESCRIPTION: Work with other members to review Hospital Business plan and Treatment LEUGERS INSURANCE AGENCY POSITION: producer NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/06/2013 ADDRESS: 7990 St Rt 119, Maria stein OH 45860, United States DESCRIPTION: agent PERSONAL INCOME TAX PRERARATION POSITION: Preparer for Personal Tax returns NATURE: income tax INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1975 ADDRESS: 7990 St Rt 119, Celina, Maria Stein OH 45822-9540, United States DESCRIPTION: Prepare and file personal income tax returns CASA-MERCER COUNTY POSITION: Volunteer NATURE: advocate for children of Foster Children INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 101 N Main St, Celina OH 45822, United States DESCRIPTION: A Casa (Court appointed special advocate) works to see that children in Foster care have an advocate in legal proceedings involving their natural parents. In many states they are Guardian ad litum. LAKE IMPROVEMENT ASSOCIATION POSITION: Treasurer for Organization. NATURE: Funding for Lake Improvement projects INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: PO Box 118, Montezuma OH 45822, United States DESCRIPTION: Record transactions deposit cash donations and membership. Pay bills as received MARION COMMUNITY DEVELOPMENTORGANIZATION POSITION: President. NATURE: Non-Profit community facilitator INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: po box 65, Celina, maria stein OH 45822, United States DESCRIPTION: President Preside over meetings. Org facilitates individuals trying to coordinate local business.
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