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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-07-03 |
Branch Locations
16241 N. Florida Ave, Lutz, FL 33549 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nelson Financial Solutions | Destin | FL | 06/2000 | 02/2021 |
| Capital Analysts | Jonesboro | AR | 10/2017 | 02/2021 |
| Lincoln Investment | Jonesboro | AR | 01/2013 | 02/2021 |
| Ameriprise Financial Services, Llc | Jonesboro | AR | 02/2021 | 07/2023 |
| Lincoln Investment | Fort Washington | PA | 07/2023 | Present |
| Capital Analysts | Fort Washington | PA | 07/2023 | Present |
INSURANCE COMPANIES POSITION: Salesperson NATURE: Insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/15/2023 ADDRESS: 4821 Inverness Run Drive, Jonesboro AR 72405, United States DESCRIPTION: Matching insurance products to the clients needs. ST JOHN NEWMAN CENTER AT ARKANSAS STATE UNIVERSITY POSITION: Board of Directors member NATURE: Catholic Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 2800 E Johnson Ave, Jonesboro AR 72405, United States DESCRIPTION: Give direction to the activities for the Center: Reviewing budget, Deciding on how funds are to be spent, Assisting with the student activities, and working with the students. N B RECYCLE SERVICES LLC POSITION: Managing partner of LLC NATURE: Recycle Tires INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2024 ADDRESS: 4821 INVERNESS RUN DR, JONESBORO AR 72405, United States DESCRIPTION: Pick up used tires from tire companies and transport them to a shredding company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-26 |
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