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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Group Insurance & Agency, Inc | Wellesley | MA | 06/1985 | Present |
| Commonwealth Equity Services | Newton | MA | 07/1985 | Present |
| Aag Securities, Inc. | Cincinnati | OH | 10/1994 | Present |
| Lincoln Investment | Needham | MA | 08/2010 | Present |
INSURANCE POSITION: Managing General Agent NATURE: Fixed Annuities, Life Insurance, Long Term Care INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 07/01/1985 ADDRESS: 333 Chestnut Street, Needham MA 02492, United States DESCRIPTION: Sell fixed annuities and life insurance and long term care insurance HORIZON FINANCIAL GROUP, INC POSITION: Managing General Agent NATURE: Fixed annuities, life insurance, long term care insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/1985 ADDRESS: 117 Kendrick St, Suite 300, Needham MA 02494, United States DESCRIPTION: Selling and supervising advisors in the sale of fixed annuities, life insurance, and long term care insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-18 |
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