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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 | 2024-03-25 |
Branch Locations
Sicklerville, NJ • United States
Suite 10201 10000 Sagemore Drive, 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 | 2024-03-25 |
Branch Locations
10000 Sagemore Dr. Ste. 10201, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Roswell | GA | 12/2020 | 08/2023 |
| Pfs Investments Inc. | Roswell | GA | 01/2023 | 08/2023 |
| Intuit (Mailchimp) | Atlanta | GA | 08/2022 | Present |
| Whoop | Boston | MA | 01/2021 | 08/2022 |
| Gordon Hill Photography (Self Employed) | Sicklerville | NJ | 01/2020 | 01/2021 |
| Sacred Heart University | Fairfield | CT | 08/2017 | 01/2020 |
| Gordon Hill Photography (Self Employed) | Sicklerville | NJ | 10/2015 | 08/2017 |
| Lincoln Investment | Fort Washington | PA | 08/2023 | Present |
| Capital Analysts | Fort Washington | PA | 03/2024 | Present |
| Lincoln Investment | Fort Washington | PA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-10 |
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