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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-27 |
Branch Locations
10000 Sagemore Drive Suite 10201, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-16 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Marlton | NJ | 01/2022 | Present |
| Filomena's Cucina Rustica Berlin | Berlin | NJ | 03/2023 | Present |
| Pastore Orchards Roadside Market | Elm | NJ | 05/2020 | 10/2022 |
| Rocco's Townhouse | Hammonton | NJ | 10/2020 | 07/2021 |
| Sam Mento's Blueberry Farm | Hammonton | NJ | 06/2015 | 08/2018 |
| Didonato's Family Fun Center | Hammonton | NJ | 08/2016 | 12/2019 |
| Rowan College Of South Jersey | Sewell | NJ | 09/2019 | 05/2021 |
| Rutgers University | Camden | NJ | 09/2021 | 05/2023 |
| Inferrera's Market | Hammonton | NJ | 06/2018 | 09/2018 |
| Friendly's | Sicklerville | NJ | 01/2018 | 03/2018 |
FILOMENA'S CUCINA POSITION: Food server NATURE: Italian restaurant INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 3 START DATE: 03/18/2022 ADDRESS: 13 Cross Keys Road, West Berlin NJ 08091, United States DESCRIPTION: Food server/waitress Oceanview Life and Annuity Company Position: Selling agent Nature: Fixed annuity sale Investment Related: Yes Hours: 2 Securities Trading Hours: 2 Start Date: 5/22/2026 Address: 1331 17th St., Suite 1050 Denver, CO 80202 Description: Speak to the client to educate them about the MYGA and fill out the application to have the client sign.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-15 |
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