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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-05 |
| PA | RA | APPROVED | 2012-02-16 |
Branch Locations
11414 Williamsport Pike, Greencastle, PA 17225 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
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 |
|---|---|---|---|---|
| Lifetime Insurance And Financial Services, Inc. | Greencastle | PA | 01/2009 | Present |
| Madison Avenue Securities, Inc. | Greencastle | PA | 05/2011 | Present |
1). 01/2009 EMPLOYEE/AGENT; LIFE FINANCIAL DBA FOR LIFETIME INSURANCE & FINANCIAL ESSENTIALS; NATURE: PRESIDENT, OWNER FOR SALES OF LIFE/HEALTH INSURANCE AND ANNUITIES; FULL TIME; INVESTMENT-RELATED; FROM 11414 WILLIAMSPORT PIKE GREENCASTLE PA 17225. 2). 01/2016 TREASURER; RAVENS ROOST #7; NON-PROFIT CHARITY. WE GIVE OUT AN ANNUAL $2,500 SCHOLARSHIP TO A LOCAL FOOTBAL PLAYER. WE DONATE TO LOCAL CHARITIES AND CHARITABLE ORGANIZATIONS LIKE SPECIAL OLYMPICS; 2 HOURS/MONTH;0 TRADING HOURS/MONTH; INVESTMENT-RELATED; FROM 11414 WILLIAMSPORT PIKE GREENCASTLE PA 17225.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-02 |
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