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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 | 2014-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 05/2009 | Present |
| Love, Jarominski And Raymond, Llp | North Grafton | MA | 01/2012 | Present |
| The Nathan Agencies | Amherst | MA | 07/2014 | Present |
THE NATHAN AGENCIES, INC. POSITION: This entity is an S-Corp. I am owner, President and Secretary on the BOD. NATURE: Insurance, Tax/Accounting Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2017 ADDRESS: 20 Gatehouse Road, Amherst MA 01004, United States DESCRIPTION: I am the President and Secretary of this entity. My duties are sales related, and administrative. LIVICTUS FINANCIAL SERVICES (FORMERLY THE NATHAN AGENCIES) POSITION: owner, OSJ, Financial Professional, and 1099 contractor. NATURE: Fixed Annuity, Life, Health, Disability and LTC sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2017 ADDRESS: 20 Gatehouse Road, Amherst MA 01004, United States DESCRIPTION: Fixed Annuity, Life, Health, Disability and LTC sales made through business relationships held as GA (outside of Lincoln).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-13 |
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