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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-03-06 |
Branch Locations
Suite 8301 8000 Sagemore Drive, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2002-07-29 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Voorheess | NJ | 06/1986 | Present |
926 PROPERTIES LLC POSITION: 50% Member of LLC buying homes providing financing and paperwork banking and closings NATURE: Flipping properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/19/2019 ADDRESS: 407 Morning Dove Cir, Sewell NJ 08080, United States DESCRIPTION: closing on refurbished homes during business hours BREAKTHROUGH INSURANCE GROUP (BIG) POSITION: Agent NATURE: Life Insurance Annuities LTC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/22/2022 ADDRESS: 2 North Main St, Suite 303, Medford NJ 08055, United States DESCRIPTION: BIG provides fixed annuity selections. If client is adverse to risk I would get quote and sell if it meets the client's goal. CSQUARED PROPERTIES LLC POSITION: Partner NATURE: Flipping Real Estate and Renting properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2010 ADDRESS: 407 Morning Dove Cir, Sewell NJ 08080, United States DESCRIPTION: purchasing, Financing, paperwork associated with Properties to get ready to re-sell or Rent A & E LEGACY LLC POSITION: Member (1 of 6) NATURE: Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2023 ADDRESS: 1725 The Fairway, Jenkintown PA 19046, United States DESCRIPTION: collect rent and maintain property solicit new renters when needed. Also working with local realtor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-12 |
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