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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-07 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 04/2015 | 06/2018 |
| Fsc Securities Corporation | Atlanta | GA | 07/2018 | 09/2021 |
| Unemployed | Alpharetta | GA | 09/2021 | 02/2022 |
| Primerica Financial Services | Duluth | GA | 02/2022 | 03/2022 |
| Scf Securities, Inc. | Fresno | CA | 04/2022 | 07/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 04/2022 | 07/2025 |
| Transamerica Financial Advisors | Cedar Rapids | IA | 10/2025 | 12/2025 |
| Wfgia | Cedar Rapids | IA | 10/2025 | 12/2025 |
| Lincoln Investment | Fort Washington | PA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-18 |
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