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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-12-13 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2009 | 12/2019 |
| Lincoln Investment Planning | Fort Washington | PA | 12/2019 | Present |
BERGIN AGENCY POSITION: Group Relationship Manager NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/08/2025 ADDRESS: 31 South, Cranford NJ 07016, United States DESCRIPTION: Employer Relationship Manager primarily responsible for building and maintaining strong relationships with employers who sponsor retirement plans through Bergin Agency. Engage with key decision makers at employer sponsored plans to understand their retirement plan needs and goals. Identify opportunities to enhance plan design. Identify additional sales opportunities within existing employer groups. Participate in conferences and events to build relationships with clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-16 |
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