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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_RES | 2022-01-03 |
| FL | RA | APPROVED | 2017-09-20 |
Branch Locations
16241 N. Florida Ave, Lutz, FL 33549 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-03 |
| FL | RA | APPROVED | 2017-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 06/2017 | Present |
| West Coast Financial | Lutz | FL | 06/2017 | Present |
| Publix Super Market | Lutz | FL | 05/2013 | 06/2017 |
MATTHEW GRAHAM INSURANCE SERVICES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 16241 N Florida Ave., Lutz FL 33549, United States DESCRIPTION: Helping Clients evaluate if an insurance related product is necessary for their needs/goals. this ranges from annuity evaluation to life insurance coverage. EQUISTAR CAPITAL GROUP, LLC POSITION: Director NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 16241 N Florida Ave, Lutz FL 33549, United States DESCRIPTION: I am not engaged in this business. WEST COAST FINANCIAL GROUP POSITION: Chief Growth Officer/ Co-Owner/ Director NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 06/01/2017 ADDRESS: 16241 N Florida Ave, Lutz FL 33549, United States DESCRIPTION: Servicing clients, growing the business, helping advisors in business development TWIN PILLARS REAL ESTATE LLC Position: Owner, Managing Member Nature: real estate - Office/Commercial Property Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2026 Address: 16241 N Florida Ave Lutz, Florida 33549 Description: none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-17 |
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