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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-03 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-03 |
Branch Locations
Riverhead, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 05/2016 | 09/2024 |
| National Life Group | Hauppauge | NY | 05/2016 | Present |
| Lincoln Investment | Fort Washington | PA | 09/2024 | Present |
| Capital Analysts | Fort Washington | PA | 09/2024 | Present |
INSURANCE - MARC SILVERSTEIN POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/03/2024 ADDRESS: 640 Johnson Ave, Suite 204, Bohemia NY 11716, United States DESCRIPTION: Recommend and sell life and fixed annuities products MAS GROUP, INC. POSITION: President, Agent NATURE: Property & Casualty INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2009 ADDRESS: 11 Stuart Ave, Amityvile NY 11701, United States DESCRIPTION: Sales and service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-27 |
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