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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
2668 State Route 7 Suite 31, Cobleskill, NY 12043-9802 • United States
1721 Black River Blvd Suite 10, Rome, NY 13440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rome City School District | Rome | NY | 03/1983 | Present |
| Lincoln Investment Planning, Inc. | Wyncote | PA | 05/1989 | Present |
ROME CITY SCHOOL DISTRICT POSITION: SUBSTITUTE TEACHER NATURE: EDUCATION INVESTMENT RELATED: NO NUMBER OF HOURS: 32 INVESTMENT RELATED HOURS: 5 START DATE: 05/29/1983 ADDRESS: 401 BELL RD., ROME NY 13440 DESCRIPTION: EDUCATIONAL INSTRUCTION ADAS ISRAEL CEMETERY POSITION: Treasurer NATURE: Cemetery INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2002 ADDRESS: 109 Victory Dr., Rome NY 13440 DESCRIPTION: Treasurer-keep track of financial records, receive burial fees for plot reservations. Do some grounds keeping beyond duties of groundskeeper. RENTAL-ELLIOTT FRIEDMAN POSITION: Landlord-owner NATURE: Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2013 ADDRESS: 1260 SE 3rd Court, Deerfield Beach FL 33441, United States DESCRIPTION: To see that condo is rented-have local real estate realtor sort, screen, and select tenants when needed. Maintenance is done by nearby repairman.
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