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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 | 2024-05-17 |
| PA | RA | APPROVED | 2024-04-10 |
| NC | RA | APPROVED | 2024-04-09 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2006 | 05/2023 |
| Tiaa | Charlotte | NC | 09/2006 | 05/2023 |
| Lincoln Investment | Fort Washington | PA | 04/2024 | Present |
| Finsights Llc | Charlotte | NC | 05/2023 | Present |
FINSIGHTS, LLC POSITION: Founder, Owner NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2023 ADDRESS: 8405 Legend Club Drive, West Palm Beach FL 33412, United States DESCRIPTION: Under this entity, I plan to serve on group round tables, conduct speaking engagements, or perhaps provide guidance to wealth management organizations regarding general industry knowledge with an update to the OBA (at that time) and with Lincoln approval.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-29 |
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