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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 | 2018-09-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2012-05-02 |
Branch Locations
57 Cedar Street, Worcester, MA 01609 • 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 |
|---|---|---|---|---|
| John R St Marie (Self Employed) | Worcester | MA | 01/1986 | Present |
| Lincoln Investment Planning, Inc. | Wyncote | PA | 05/2012 | Present |
INSURANCE POSITION: Producer NATURE: Insurance, health insurance and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 04/01/1986 ADDRESS: 57 Cedar St, Worcester MA 01609, United States DESCRIPTION: Sales and service of fixed products One 80 Intermediaries Massachusetts Health Connector Position: Producer Nature: Insurance Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 5/1/1985 Address: 57 Cedar Street Worcester, MA 01609 Description: Sales of personal insurance sales, Group Medical and Dental insurance, supplemental insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-20 |
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