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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 | 2025-07-14 |
| NY | RA | APPROVED | 2023-07-31 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
100 Cross Keys Office Park Suite 100, Fairport, NY 14450 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-31 |
Branch Locations
100 Cross Keys Office Park Suite 100, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 04/2023 | Present |
| Delta Sonic | Rochester | NY | 05/2016 | 06/2017 |
| Bob Johnson Auto Group | Rochester | NY | 06/2017 | 02/2023 |
| Lincoln Investment | Fort Washington | PA | 07/2023 | Present |
| Capital Analysts | Fort Washington | PA | 07/2023 | Present |
NEW YORK STATE HEALTHCARE MARKET PLACE INDIVIDUAL BROKER POSITION: broker/agent NATURE: Health Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/20/2024 ADDRESS: 1498 crittenden rd, rochester NY 14623, United States DESCRIPTION: My duty is to assist individuals and small businesses looking for health care insurance through the New York State Health Care Marketplace such as Qualified health plans, essential plans, and medicaid. My role is to assist these groups in searching/comparing plans that meet their needs, taking them through the application process, and maintaing their information when they are due for renewal each year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-26 |
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