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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 04/2025 | Present |
| Crown Equipment Corporation | New Bremen | OH | 05/2022 | 01/2025 |
| Village Of St. Henry | St. Henry | OH | 05/2019 | 08/2019 |
| Gilbert Station | Burketsville | OH | 03/2024 | 07/2025 |
| Leugers Insurance Agency | Maria Stein | OH | 01/2025 | Present |
| St. Henry Schools | St. Henry | OH | 08/2009 | 05/2022 |
| Wright State Lake Campus | Celina | OH | 08/2022 | Present |
| Village Of St. Henry | St. Henry | OH | 05/2020 | 08/2020 |
| Village Of St. Henry | St. Henry | OH | 05/2021 | 08/2021 |
| Gilbert Station | Burketsville | OH | 07/2021 | 05/2022 |
INSURANCE - LEUGERS INSURANCE AGENCY POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/06/2025 ADDRESS: 7990 State Route 119, Maria Stein OH 45883, United States DESCRIPTION: Sales of life insurance products LEUGERS INSURANCE AGENCY POSITION: Tax Preparer, Account Executive NATURE: Tax Preparation & Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2025 ADDRESS: 7990 State Route 119, Maria Stein OH 45860, United States DESCRIPTION: Prepare taxes for clients and help the Financial Professionals at Leugers with paperwork and other administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
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