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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-01-28 |
Branch Locations
1720 Old Springhouse Lane Suite 310, Dunwoody, GA 30338 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-04-02 |
Branch Locations
1720 Old Spring House Lane Suite 310, Dunwoody, GA 30338 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dekalb County Schools | Decatur | GA | 08/1995 | Present |
| Lincoln Investment Planning, Inc. | Atlanta | GA | 12/1998 | Present |
JOSEPH FINANCIALS LLC POSITION: Owner & Registered Agent NATURE: Marketing Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 07/25/2022 ADDRESS: 1250 Bridgewater Walk, Snellville GA 30078, United States DESCRIPTION: This is a DBA. Duties include marketing activities for the companies website. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2014 ADDRESS: 1250 Bridgewater Walk, Snellville GA 30078, United States DESCRIPTION: Sell life insurance and fixed annuity products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-09 |
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