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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 | 2020-12-15 |
Branch Locations
35 Braintree Hill Office Park Suite 400, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 07/2014 | 08/2017 |
| Mutual Of America Life Insurance Company | Nashville | TN | 12/2017 | 12/2019 |
| Mutual Of America Securities Llc | Nashville | TN | 12/2017 | 12/2019 |
| Unemployed | Nashville | TN | 09/2017 | 11/2017 |
| Lincoln Investment | Fort Washington | PA | 02/2020 | Present |
CAPITAL ANALYSTS OF NEW ENGLAND POSITION: Sales Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/17/2020 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184, United States DESCRIPTION: Assisting financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-27 |
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