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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-06-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-06-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts Incorporated | Radnor | PA | 02/2001 | Present |
| Lincoln Investment | Wayne | PA | 06/2012 | Present |
SUN BENEFITS POSITION: Owner NATURE: Insurance & Group Benefit Sales, Non Variable Life Settlement INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 6 START DATE: 01/02/1978 ADDRESS: 123 Bloomingdale Ave, Suite 300, Wayne PA 19087, United States DESCRIPTION: Sale of fixed insurance products as well as group insurance products. In February of 2020 worked on one non-variable life settlement in the state of NJ.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-22 |
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