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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-12 |
Branch Locations
12773 West Forest Hill Blvd. Suite 200, Wellington, FL 33414 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-29 |
Branch Locations
12773 West Forest Hill Blvd. Suite 200, Wellington, FL 33414 • United States
16241 N. Florida Ave, Lutz, FL 33549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 10/2023 | Present |
| Sole Proprietor | West Palm Beach | FL | 12/2005 | Present |
| Rapids Water Park | Riviera Beach | FL | 05/2008 | Present |
| School District Of Palm Beach County | West Palm Beach | FL | 08/2011 | Present |
| Lincoln Investment | Fort Washington | PA | 03/2024 | Present |
| Capital Analysts | Fort Washington | PA | 03/2024 | Present |
RAPIDS WATER PARK POSITION: Lifeguard Manager NATURE: Water Park INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2008 ADDRESS: 6566 North Military Trail, Riviera Beach FL 33407, United States DESCRIPTION: Hiring of employees and scheduling employees SOLE PROPRIETOR - MUSIC TEACHER/PERFORMER POSITION: Teacher and Performer NATURE: Music Lessons, Teaching, Performance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2005 ADDRESS: 8139 Bridgewater Court, Apt. A, West Palm Beach FL 33406, United States DESCRIPTION: Teach stuents and perform in the community SCHOOL DISTRICT OF PALM BEACH COUNTY POSITION: Teacher NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 6 START DATE: 08/01/2011 ADDRESS: 3300 Forest Hill Blvd., West Palm Beach FL 33406, United States DESCRIPTION: Teaching music to 6th - 8th graders
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-23 |
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