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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-17 |
Branch Locations
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-14 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Odessa, FL • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Richmond | VA | 06/2013 | 09/2016 |
| The Gabor Agency | Orlando | FL | 11/2016 | Present |
| Lincoln Investment | Fort Washington | PA | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-12 |
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