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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-04-16 |
Branch Locations
77 Sugar Creek Center Blvd. Suite 590, Sugar Land, TX 77478 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-02-18 |
Branch Locations
77 Sugar Creek Center Blvd. Suite 390, Sugar Land, TX 77478 • United States
Sugar Land, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Sugar Land | TX | 02/2005 | Present |
| Pmp Research | Beaver Falls | PA | 01/1999 | Present |
| First Colony Municipal Utility District | Houston | TX | 07/2007 | Present |
DEARBORN & CREGGS INSURANCE AGENCY, INC POSITION: President, CEO NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/03/1987 ADDRESS: 77 Sugar Creek Center Bl., Suite 590, Sugar Land TX 77478 DESCRIPTION: Managing insurance agency in conjunction with OSJ. Dearborn & Creggs Insurance Agency Inc is the entity that pays the salaries of our employees at Dearborn & Creggs. CITY OF SUGAR LAND, TEXAS POSITION: On or about May 7, 2019 I expect to be sworn in as a City Council member as I have not drawn an opponent for the upcoming May 4, 2019 election. NATURE: City Council INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 05/07/2019 ADDRESS: 2700 Town Center BL N, Sugar Land TX 77479, United States DESCRIPTION: Attend City Council meetings and workshops, vote on ordinances and contracts before the City, attend community meetings. STEWART JACOBSON, LIFE, ACCIDENT AND HEALTH AGENT POSITION: Sole proprietor offering life insurance and fixed only annuities. NATURE: Life and Annuity Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2020 ADDRESS: 77 Sugar Creek Center BL Suite 590, Sugar Land TX 77478, United States DESCRIPTION: Assist clients with purchasing fixed annuities. ARC OF FORT BEND COUNTY POSITION: I have rejoined the Board NATURE: Not for profit 501 c 3 INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 12/06/2023 ADDRESS: 123 Brooks Street, Sugar Land TX 77478, United States DESCRIPTION: Provide guidance to not for profit. Not for profit that assists individuals with intellectual and developmental disabilities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-04-20 |
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