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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 | 2025-08-15 |
| GA | RA | APPROVED | 2025-08-15 |
Branch Locations
7077 Bonneval Rd Suite 103, Jacksonville, FL 32216 • United States
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 |
|---|---|---|---|---|
| Brennan Financial Services | Guyton | GA | 01/2022 | 10/2024 |
| Dynetics, Inc. | Huntsville | AL | 02/2008 | 11/2021 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 08/2024 | 04/2025 |
| Thrivent Financial | Appleton | WI | 10/2024 | 04/2025 |
| Lincoln Investment | Fort Washington | PA | 08/2025 | Present |
| Mashview Bible Camp | Midway | GA | 07/2025 | Present |
Mashview Bible Camp Position: Board Member Nature: Children's Summer Camp - Non-Profit Investment Related: No Hours: 8 Securities Trading Hours; 0 Start Date: 07/17/2025 Address: 1685 Seabrook Island Drive, Midway, GA 31320 Description: Provide oversight and guidance to Executive Director and set policy Capital Analysts of Jacksonville, FL Position: Agent Nature: Insurance Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 8/12/2025 Address: 7077 Bonneval Road, Suite 103 Jacksonville, FL 32216 Description: W2. Fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-05 |
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