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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-29 |
| FL | RA | APPROVED | 2018-08-22 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Lutz | FL | 05/2006 | Present |
| West Coast Financial Group | Lutz | FL | 05/2006 | Present |
| Capital Analysts | Fort Washington | PA | 08/2020 | Present |
WEST COAST FINANCIAL GROUP POSITION: Employee/Agent NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/13/2020 ADDRESS: 16241 N. Florida Ave., Lutz FL 33549, United States DESCRIPTION: Client services. Insurance/fixed annuity sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-16 |
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