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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nathan Agency | Amherst | MA | 07/1991 | Present |
| Fidelity Equity Services | Amherst | MA | 05/1993 | Present |
| Capital Analysts, Incorporated | Amherst | MA | 04/1995 | Present |
| Lincoln Investment | Amherst | MA | 06/2012 | Present |
AMHERST INSURANCE AGCY INC POSITION: OWNER (50%) NATURE: PROPERTY & CASUALTY INVESTMENT RELATED: YES NUMBER OF HOURS: 100 INVESTMENT RELATED HOURS: 100 START DATE: 12/21/2012 ADDRESS: 20 GATEHOUSE RD, AMHERST MA 01002 DESCRIPTION: PRODUCE PROPERTY AND CASUALTY INSURANCE BUSINESS. OVERSEE DAILY ACTIVITIES OF EMPLOYEES RAG ASSOCIATES LLC POSITION: OWNER/PARTNER NATURE: REAL ESTATE OWNERSHIP INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 12/21/2012 ADDRESS: 20 GATEHOSUE RD, AMHERST MA 01002 DESCRIPTION: RENTAL AGENT PROPERTY MANAGER AMHERST GOLF CLUB POSITION: At large board member NATURE: Golf Club INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2024 ADDRESS: 365 South Pleasant St, Amherst MA 01002, United States DESCRIPTION: Attend Board meetings. Make recommendations and support running golf club.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-12 |
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