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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 | 2024-06-27 |
| FL | RA | APPROVED | 2023-08-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Jacksonville, FL • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-03 |
Branch Locations
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 03/2022 | 07/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 03/2022 | 07/2023 |
| Capital Financial Strategies | Jacksonville | FL | 03/2022 | 07/2023 |
| Aldi, Inc. | Haines City | FL | 06/2017 | 04/2022 |
| Westminster College | Fulton | MO | 08/2014 | 05/2017 |
| Rover | Atlantic Beach | FL | 06/2020 | 07/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2023 | 07/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 07/2023 |
| Lincoln Investment | Fort Washington | PA | 07/2023 | Present |
| Capital Analysts | Fort Washington | PA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-16 |
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