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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-29 |
| FL | RA | APPROVED | 2019-03-28 |
Branch Locations
7077 Bonneval Rd Suite 103, Jacksonville, FL 32216 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-29 |
| FL | RA | APPROVED | 2019-04-01 |
Branch Locations
8160 Baymeadows Way West Suite 310, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Jacksonville | FL | 04/2015 | 03/2019 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 03/2019 | Present |
FINANCIAL PEACE UNIVERSITY POSITION: Class Coordinator NATURE: Budgeting and Debt INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2019 ADDRESS: 7556 Salisbury Rd, Jacksonville FL 32256, United States DESCRIPTION: Facilitate class for Financial Peace University. CAPITAL ANALYSTS OF JACKSONVILLE, FL INC. POSITION: Financial Advisor NATURE: Investment Industry INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2019 ADDRESS: 8160 Baymeadows Way West, Suite 310, Jacksonville FL 32256, United States DESCRIPTION: Financial Planning/ Advisory / Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-04 |
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