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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1425 Jefferson Road, Rochester, NY 14623 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-01 |
Branch Locations
1425 Jefferson Road, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Angelo Planning Group | Rochester | NY | 01/2019 | 11/2023 |
| Siena College | Albany | NY | 09/2014 | 12/2018 |
| The Legend Group | Rochester | NY | 06/2017 | 08/2017 |
| Lincoln Investment | Fort Washington | PA | 11/2023 | Present |
| Capital Analysts | Fort Washington | PA | 11/2023 | Present |
NY Medicare Specialists Position: Agent Nature: Medicare Investment Related: Yes Hours: 40 Securities Trading Hours: 20 Start Date: 10/27/2025 Address: 1425 Jefferson Rd Rochester, NY 14623 Description: selling Medicare plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-17 |
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