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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 | 2024-11-13 |
| MA | RA | APPROVED | 2014-11-03 |
Branch Locations
57 Cedar St, Worcester, MA 01609 • United States
Venice, FL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-22 |
| NH | RA | APPROVED | 2012-05-01 |
Branch Locations
57 Cedar Street, Worcester, MA 01609 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Venice, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clifford & Rano Insurance Agency, Inc. | Worcester | MA | 12/1988 | Present |
| Lincoln Investment Planning, Inc. | Worcester | MA | 05/2012 | Present |
CLIFFORD & RANO INSURANCE POSITION: PRESIDENT NATURE: INS. SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 12/31/2012 ADDRESS: 57 CEDAR ST., WORCESTER MA 01609 DESCRIPTION: LIFE INSURANCE SALES. FIXED ANNUITY SALES DI SALES PROP/CAS/RENEWALS NORTH HIGH SCHOOL ALUMNI ASSOC. POSITION: Secretary-Assist with annual golf outing. NATURE: Support of current High School INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2011 ADDRESS: 150 Harrington Way, Worcester MA 01604 DESCRIPTION: none CLIFFORD AND RANO REALTY TRUST POSITION: President NATURE: Realty office building INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2011 ADDRESS: 57 Cedar St., Worcester MA 01609 DESCRIPTION: deposit rent into bank pay taxes OLLO PIZZA LLC POSITION: Shareholder NATURE: Pizzeria INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 40 Millbrook St., Worcester, MA 01606, United States DESCRIPTION: shareholder, related to Smokestack Inc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-13 |
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