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Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-13
MA RA APPROVED 2014-11-03
  • FL RA
    APPROVED
    Since 2024-11-13
  • MA RA
    APPROVED
    Since 2014-11-03

Branch Locations

57 Cedar St, Worcester, MA 01609 • United States

Venice, FL • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-22
NH RA APPROVED 2012-05-01
  • FL RA
    APPROVED
    Since 2024-10-22
  • NH RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clifford & Rano Insurance Agency, Inc. Worcester MA 12/1988 Present
Lincoln Investment Planning, Inc. Worcester MA 05/2012 Present
  • 12/1988 → Present
    Clifford & Rano Insurance Agency, Inc.
    Worcester, MA
  • 05/2012 → Present
    Lincoln Investment Planning, Inc.
    Worcester, MA
Previous Registrations
  • 2004-07-21 → 2012-04-30
    Legend Advisory, Llc
    Palm Beach Gardens, FL
    Worcester, MA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-08
S63 Uniform Securities Agent State Law Examination 1986-11-13
  • S65 Uniform Investment Adviser Law Examination
    2010-12-08
  • S63 Uniform Securities Agent State Law Examination
    1986-11-13
Other Names
  • Bob Rano

View on SEC IAPD

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