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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 |
| CT | RA | APPROVED | 2020-11-10 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
Darien, CT • United States
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 |
| CT | RA | APPROVED | 2020-11-10 |
Branch Locations
Darien, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Factset Data Systems, Inc. | Norwallk | CT | 07/1997 | 06/2018 |
| Lincoln Investment | Fort Washington | PA | 10/2020 | Present |
| Bankers Life | Stamford | CT | 09/2019 | 09/2020 |
| Unemployed | Darien | CT | 06/2018 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-05 |
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