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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 | 2015-09-15 |
Branch Locations
601 Office Center Drive Suite 311, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Life | Miami | FL | 02/1995 | Present |
| Managed Benefits Group | Framingham | MA | 05/1995 | Present |
| Lincoln Investment Planing, Inc. | Woburn | MA | 05/2000 | Present |
| Lincoln Investment Planning, Inc. | Waltham | MA | 05/2010 | 12/2022 |
| Lincoln Investment | Waltham | MA | 01/2023 | Present |
NTSA POSITION: I will serve on the CRES Committee. NATURE: Industry Association INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 4401 North Fairfax Drive, Suite 600, Arlington VA 22203, United States DESCRIPTION: I serve on the CRES committee whose goal is to bring financial literacy to the employees of public schools. NEUROFIBROMATOSIS NORTHEAST POSITION: Board member NATURE: Nonprofit dedicated to finding a cure for NF INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 9 Bedford St, #3, Burlington MA 01803, United States DESCRIPTION: Sit on the board and provide advocacy, support and awareness while promoting research and enhanced clinical care. MASBO POSITION: I am chair of the Vendor Advisory Committee. NATURE: School Business Officials organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/23/2013 ADDRESS: 11 Grove St, 3rd Floor, Hopkinton MA 01748, United States DESCRIPTION: I co-chair a committee comprised of vendors affiliated with MASBO in order to promote effective relationships between MASBO members and vendors; and thereby, to concomitantly improve communication between vendor affiliates, the membership and the Board of Directors. INSURANCE SALES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/08/2013 ADDRESS: 601 Office Center Drive, Suite 300, Fort Washington PA 19034, United States DESCRIPTION: Selling insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-11 |
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