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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-05-09 |
Branch Locations
5016 S. Ash Ave., Suite 109, Tempe, AZ 85282 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-08-02 |
Branch Locations
3101 N. Central Ave. Suite 890, Phoenix, AZ 85012 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Scottsdale | AZ | 08/2010 | Present |
FIXED INSURANCE SALES AND TRAILING COMPENSATION POSITION: Agent NATURE: Fixed Insurance Sales and Trailing Compensation INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2020 ADDRESS: 3101 N. Central Ave, Suite 890, Phoenix AZ 85013, United States DESCRIPTION: Life Insurance and Fixed Annuity sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-03 |
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