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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-01-23 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
630 S Brewster Road Building C, Vineland, NJ 08361 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-01-23 |
Branch Locations
Allen Associates Building C, Vineland, NJ 08361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2017 | Present |
| Allen & Assoc | Vineland | NJ | 08/2017 | Present |
| Crf Advisors, Inc. | Philadelphia | PA | 01/2014 | 08/2017 |
ALLEN ASSOCIATES POSITION: Sales Rep/Agent NATURE: Employee Benefits and Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2017 ADDRESS: 630 S. Brewster Rd, Vineland NJ 08361, United States DESCRIPTION: Client servicing and solicitation of life, health and annuity insurance. VINELAND HOUSING AUTHORITY POSITION: Member of Board of Commissioners NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 191 W Chestnut Ave, Vineland NJ 08360, United States DESCRIPTION: Vote on issues related to Vineland public housing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-11 |
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