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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-09-03
  • PA RA
    APPROVED
    Since 2020-09-03

Branch Locations

Cochranton, PA • United States

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

7221 West Market Street, Mercer, PA 16137 • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-09-03
  • PA RA
    APPROVED
    Since 2020-09-03

Branch Locations

7221 West Market Street, Mercer, PA 16137 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sankey Insurance And Financial Services Mercer PA 06/2011 Present
Horace Mann Investors, Inc. Springfield IL 07/2014 06/2020
Sankey Insurance And Financial Services, Inc. Indiana PA 04/2017 12/2019
Lincoln Investment Fort Washington PA 06/2020 Present
  • 06/2011 → Present
    Sankey Insurance And Financial Services
    Mercer, PA
  • 07/2014 → 06/2020
    Horace Mann Investors, Inc.
    Springfield, IL
  • 04/2017 → 12/2019
    Sankey Insurance And Financial Services, Inc.
    Indiana, PA
  • 06/2020 → Present
    Fort Washington, PA
Other Businesses

SANKEY INSURANCE AND FINANCIAL SERVICES POSITION: Junior Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/15/2020 ADDRESS: 7221 W Market Street, Mercer PA 16137, United States DESCRIPTION: Insurance w-2 employee COCHRANTON COMMUNITY CHURCH POSITION: Board Member NATURE: Church (Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2019 ADDRESS: 3993 E Church St, Cochranton PA 16314, United States DESCRIPTION: Help in establishing strategic plans and a vision for the church, and working with others to accomplish common goals/making decisions that affect the church.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-01
S63 Uniform Securities Agent State Law Examination 2014-09-11
  • S65 Uniform Investment Adviser Law Examination
    2020-09-01
  • S63 Uniform Securities Agent State Law Examination
    2014-09-11

View on SEC IAPD

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