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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 | 2024-12-17 |
| NY | RA | APPROVED | 2023-09-12 |
Branch Locations
110 Mall Blvd., Lakewood, NY 14750 • 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 | 2024-12-17 |
| NY | RA | APPROVED | 2023-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 06/2023 | Present |
| Lewis & Lewis, P.C. | Jamestown | NY | 05/2021 | 08/2021 |
| N/A | Jamestown | NY | 06/2022 | 05/2023 |
| University Of Richmond | Richmond | VA | 08/2018 | 05/2022 |
| University Of Richmond Campus Post Office | Richmond | VA | 09/2019 | 12/2020 |
| Moonbrook Country Club | Jamestown | NY | 05/2020 | 08/2020 |
| Shults Auto Group | Jamestown | NY | 06/2017 | 08/2019 |
| Highschool | Jamestown | NY | 06/2013 | 06/2017 |
| Lincoln Investment | Fort Washington | PA | 09/2023 | Present |
| Capital Analysts | Fort Washington | PA | 09/2023 | Present |
COMPLETE MEDICARE SERVICES POSITION: Medicare Sales Rep NATURE: Medicare INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/15/2024 ADDRESS: 110 Mall Blvd, Lakewood NY 14750, United States DESCRIPTION: Help Medicare-eligible individuals find the best available plan for them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-24 |
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