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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-03-29 |
Branch Locations
1895 Phoenix Blvd Ste 304, Atlanta, GA 30349 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2005-09-06 |
Branch Locations
1895 Phoenix Blvd., Suite 304, Atlanta, GA 30349 • United States
Stone Mountain, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Atlanta | GA | 08/2000 | Present |
| Resurgers Risk Management | Atlanta | GA | 03/1999 | Present |
ROBERT MOORE POSITION: Landlord of the property. We rented out our old house when we could not sell it. NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2006 ADDRESS: 2876 Nuptial Lane, Lawrenceville GA 30044 DESCRIPTION: Landlord of the property. collect rent make repairs pay the mortgage and taxes on the property and make sure lawn meets county code ROBERT MOORE POSITION: Prepare Income taxes NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/08/2016 ADDRESS: 1895 Phoenix Blvd, Suite 304, Atlanta GA 30349 DESCRIPTION: Prepare taxes INSURANCE AGENT POSITION: Agent NATURE: Voluntary insurance benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 180 START DATE: 01/01/2000 ADDRESS: 1895 Phoenix Blvd, Suite 304, Atlanta GA 30349, United States DESCRIPTION: Life insurance sales, Accident Insurance, Disability insurance, Hospital indemnity insurance, Fixed annuities ALIGHT FORMERLY HODGES-MACE POSITION: Insurance Agent / Benefits Counselor NATURE: Employee Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/24/2016 ADDRESS: 5775D Glenridge Dr, Suite 350, Atlanta GA 30328, United States DESCRIPTION: Review employees insurance benefits KIDS N PROS POSITION: Coach NATURE: Football Camps INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: 3616 Bogan Springs Drive, Buford GA 30616, United States DESCRIPTION: Coaching individual drills
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-28 |
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