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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 | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2016 | 11/2020 |
| Total Business Care, Llc | Fremont | CA | 07/2014 | 09/2020 |
| Lincoln Investment | Fort Washington | PA | 12/2020 | Present |
| Capital Analysts | Fort Washington | PA | 12/2020 | Present |
THE NATHAN AGENCIES POSITION: 1099 Contractor NATURE: Life, Health, Disability, and LTC Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2020 ADDRESS: 20 Gatehouse Road, Amherst MA 01002, United States DESCRIPTION: Design suitability assessment, sales PRIORITY TAX PLANNING POSITION: Owner NATURE: Tax preparation, planning and representation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2011 ADDRESS: 273 Warren Wright Rd., Belchertown MA 01007, United States DESCRIPTION: Plan, prep, and represent clients' taxes THE PROFESSIONAL BUILDING POSITION: joint owner NATURE: Real Estate - Office space rental to professionals INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1003 Division St,, Precsott AZ 86301, United States DESCRIPTION: Review reports provided by the Property Management company. Approve leasing contracts. Make decisions for capital expenditures. It is being managed by property manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-06 |
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