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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-13 |
Branch Locations
7501 Greenway Center Drive Suite 420, Greenbelt, MD 20770-3579 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-13 |
Branch Locations
7501 Greenway Center Dr - Ste 420, Greenbelt, MD 20770-3579 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Greenbelt | MD | 06/2012 | Present |
FIXED INSURANCE POSITION: INSURANCE AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 06/06/1966 ADDRESS: CHESAPEAKE FINANCIAL STRATEGIES LLC, 7501 GREENWAY CT DR SUITE 420, GREENBELT MD 20770 DESCRIPTION: I SELL TERM INSURANCE TO MY CLIENTS IF THEY NEED IT. INSURED RETIREMENT INSTITUTE POSITION: I HAVE BEEN ASKED TO SERVE ON THE ADVISOR ADVISORY COUNCIL. NATURE: A FINANCIAL SERVICES TRADE ASSOC AND ADVOCACY GROUP INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 1 START DATE: 07/30/2014 ADDRESS: 1101 NEW YORK AVE,NW, SUITE 825, WASHINGTON DC 20005 DESCRIPTION: TO INTERACT WITH VARIOUS MEMBERS FROM THE ENTIRE ECOSYSTEM OF INSURED RETIREMENT STRATEGIES, INCLUDING INSURERS, BANKS, ASSET MANAGERS, BROKER-DEALERS, DISTRIBUTORS, AND SOLUTION PROVIDERS. WE PROVIDE PRACTICAL FEEDBACK BASED ON OUR EXPERIENCE IN WORKING WITH OUR CLIENTS AND HOW CLIENT NEEDS RELATE TO VARIOUS PRODUCTS AVAILABLE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-22 |
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