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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-07-28 |
Branch Locations
900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 10/2016 | Present |
| Shelgren Financial | Renton | WA | 01/2013 | Present |
LISAGRACE ALSBURY POSITION: Self-Employed Contractor NATURE: Payroll/Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2024 ADDRESS: 4240 S Raymond St, Seattle WA 98118, United States DESCRIPTION: I provide help filing quarterly payroll taxes for my sister-in-law. In the future. I also provide book-keeping services for RSA 405 LLC Bryan Alsbury, CFP & Joyce Alsbury POSITION: Sales Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2024 ADDRESS: 900 SW 16th St., Suite 215 Renton, WA 98057 DESCRIPTION: Sales Assistant for Joyce and Bryan Alsbury. I prepare paperwork for them, help to track and follow up on transactions and work on several organizational projects throughout the year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-23 |
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