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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 | 2014-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clifford & Reno Ins. Agency | Worcester | MA | 12/1988 | Present |
| The Lincoln National Life Insurance Company | Fort Wayne | IN | 08/1990 | Present |
| Lincoln Investment Planning Inc | Worcester | MA | 05/2012 | Present |
CLIFFORD AND RANO INSURANCE POSITION: PRINCIPAL- INSURANCE SALES NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 10 START DATE: 04/21/2013 ADDRESS: 57 CEDAR ST., WORCESTER MA 01609 DESCRIPTION: LIFE-DISABILITY-ANNUITIES- LTC-PROPERTY AND CASUALTY RENEWALS CLIFFORD & RANO REALTY TRUST POSITION: VPres NATURE: Office building INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 57 Cedar st., Worcester MA 01609 DESCRIPTION: none SMOKESTACK INC. POSITION: shareholder NATURE: Rest. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 139 Green St, Worcester MA 01604 DESCRIPTION: No duties OLLO PIZZA LLC POSITION: Shareholder NATURE: Pizzeria INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 40 Millbrook St., Worcester MA 01606, United States DESCRIPTION: shareholder, related to Smokestack Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-10 |
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