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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-04-03
  • FL RA
    APPROVED
    Since 2018-04-03

Branch Locations

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

Chalfont, PA • 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
Dautrich Seiler Financial Services, Inc. Nazareth PA 05/2011 Present
Valdes & Moreno, Inc. Kansas City MO 11/2012 Present
Lincoln Investment Fort Washington PA 05/2016 Present
  • 05/2011 → Present
    Dautrich Seiler Financial Services, Inc.
    Nazareth, PA
  • 11/2012 → Present
    Valdes & Moreno, Inc.
    Kansas City, MO
  • 05/2016 → Present
    Fort Washington, PA
Other Businesses

M & H Properties LLC. It is investment related. The address is 5 Clubhouse Circle, Hazleton, PA 18202. The nature is renting real estate investment properties. My position is Director. I started in June, 2004 and spend between 2 and 3 hours a month , zero hours during trading hours and I do accounting, entering data.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-31
S63 Uniform Securities Agent State Law Examination 1994-01-26
  • S66 Uniform Combined State Law Examination
    2018-03-31
  • S63 Uniform Securities Agent State Law Examination
    1994-01-26

View on SEC IAPD

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