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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-06-22 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 02/2018 | Present |
| Unemployed | Phoenixville | PA | 08/2017 | Present |
| Main Line Health | Radnor | PA | 04/2013 | 08/2017 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-22 |
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