Best Investors Account Sign in
Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-06-22
  • PA RA
    APPROVED
    Since 2018-06-22

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Fort Washington PA 02/2018 Present
Unemployed Phoenixville PA 08/2017 Present
Main Line Health Radnor PA 04/2013 08/2017
  • 02/2018 → Present
    Fort Washington, PA
  • 08/2017 → Present
    Unemployed
    Phoenixville, PA
  • 04/2013 → 08/2017
    Main Line Health
    Radnor, PA
Previous Registrations
Other Businesses

JEFFREY A MILLER CATERING POSITION: Server NATURE: wedding and corporate event catering INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2024 ADDRESS: 1530 Locust Street, Philadelphia PA 19102, United States DESCRIPTION: Server at weddings Symmetry Financial Group Position: Agent Nature: Insurance Investment Related: Yes Hours: 20 Securities Trading Hours: 0 Start Date: 12/15/2025 Address: 204 Whitson Avenue Suite 2C Swannanoa, North Carolina 28778 Description: Insurance agent: term life insurance, mortgage protection insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-22
  • S66 Uniform Combined State Law Examination
    2018-06-22

View on SEC IAPD

More in Fort Washington, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor