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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-12-04 |
Branch Locations
1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2008-02-12 |
Branch Locations
1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • United States
Raleigh, NC • United States
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 |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Albemarle | NC | 02/2007 | Present |
INSURANCE AGENT POSITION: BROKER/AGENT NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 20 START DATE: 02/28/2013 ADDRESS: 2009 NOBLE RD, RALEIGH NC 27608 DESCRIPTION: Life/LTC/Fixed Annuities PREFERRED PET PRODUCTS LLC POSITION: THIS BUSINESS WAS LEFT TO ME AFTER MY FATHER PASSED AWAY ON AUGUST 14TH 2013. NATURE: WHOLESALE PET FOOD DISTRIBUTION INVESTMENT RELATED: NO NUMBER OF HOURS: 75 INVESTMENT RELATED HOURS: 40 START DATE: 08/14/2013 ADDRESS: 2009 NOBLE RD, RALEIGH NC 27608 DESCRIPTION: CUSTOMER SERVICE ASSOCIATED WITH DAY TO DAY BUSINESS ACTIVITIES ALONG WITH DEVELOPMENT OF NEW BUSINESS. THE CARDINAL GROUP OF NC LLC POSITION: Partner. NATURE: Holding Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2017 ADDRESS: 4700 Homewood Ct Ste 106, Raleigh NC 27609, United States DESCRIPTION: No activities take place through this LLC anymore. It is just waiting to be dissolved with the Secretary of State. J.M. NEWMAN FINANCIAL POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2017 ADDRESS: 2009 Noble Rd, Raleigh NC 27608, United States DESCRIPTION: I own an apartment complex which has 20 townhomes. This is strictly a passive income strategy and the day to day operations are preformed by a property management company. RENTAL PROPERTY POSITION: Apartment Complex of 20 units in Farmville, NC NATURE: Rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2017 ADDRESS: 508 Burton St, Raleigh NC 27608, United States DESCRIPTION: Property management company does all daily activities. ENC INVESTMENTS HOLDINGS LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2021 ADDRESS: 1431 Devon Dr, Grimesland NC 27837, United States DESCRIPTION: Overseeing and managing projects. Working with builders and the site work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
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