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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 | 2019-08-21 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Capital Alliance, Inc. | Xenia | OH | 01/2013 | 05/2019 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 06/2019 | Present |
LEUGERS INSURANCE AGENCY POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2019 ADDRESS: 7990 State Route 119, Maria Stein OH 45860, United States DESCRIPTION: Sale of insurance products to investment clients if they solicit/prepare taxes LEUGERS - TAX PREP POSITION: Preparer NATURE: Tax Prep INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2020 ADDRESS: 7990 St. Rt. 119, Maria Stein OH 45860, United States DESCRIPTION: Prepare taxes for clients of the insurance agency.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 2013-06-07 |
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