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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 | 2019-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company, Inc. | Smithfield | RI | 10/2012 | 12/2016 |
| Raymond James And Associates | Worcester | MD | 01/2017 | 05/2019 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 05/2019 | Present |
CLIFFORD & RANO ASSOCIATES POSITION: Agent NATURE: Investment/Insurance/Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2019 ADDRESS: 57 Cedar Street, Worcester MA 01609, United States DESCRIPTION: Agent engaging in writing new insurance business RUTLAND YOUTH SOCCER POSITION: Board member NATURE: board for town youth soccer league INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2024 ADDRESS: Rutland Youth Soccer, Rutland MA 01543, United States DESCRIPTION: send emails to coaches/parents about practices
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-22 |
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