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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beltone Hearing Care Center | Youngstown | OH | 01/2003 | Present |
| Self | Youngstown | OH | 01/2003 | Present |
| Ameriprise Financial Services, Inc. | Canfield | OH | 02/2013 | 08/2017 |
| Lincoln Investment Llc | Fort Washington | PA | 08/2017 | Present |
| Legend Advisory Llc | Palm Beach Gardens | FL | 08/2017 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-28 |
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