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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
1721 Black River Blvd Suite 10, Rome, NY 13440 • United States
Rome, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utica College | Utica | NY | 09/1982 | Present |
| Lincoln Investment Planning, Inc. | Cobleskill | NY | 08/1994 | Present |
| Utica College | Utica | NY | 09/1982 | Present |
R&D ENTERPRISES POSITION: owner NATURE: Computer Consultant INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1985 ADDRESS: 8644 EMERALD CIRCLE S, ROME NY 13440, United States DESCRIPTION: advise clients concerning computer problems/procedures
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-05 |
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