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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-11 |
| MA | RA | APPROVED | 2012-06-19 |
Branch Locations
20Gattehouse Rd, Amherst, MA 01002 • United States
1718 Sw Thornberry Circle, Palm City, FL 34990 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-20 |
Branch Locations
20 Gatehouse Road, Amherst, MA 01002 • United States
Palm City, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts, Incorporated | Amherst | MA | 03/1995 | Present |
| Columbus Life Insurance Company | Cincinnati | OH | 04/1995 | Present |
| Lincoln Investment | Amherst | MA | 06/2012 | Present |
THE NATHAN AGENCIES/AMHERST FINANCIAL SERVICES POSITION: Agent NATURE: Insurance/financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/05/1966 ADDRESS: 20 Gatehouse Road, PO BOX 48, Amherst MA 01004-0048, United States DESCRIPTION: Sales of life insurance, health insurance, long-term care insurance, disability insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-12 |
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