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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-07-23 |
Branch Locations
101 West Ave - Ste 200, Jenkintown, PA 19046 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-04-07 |
Branch Locations
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Jenkintown | PA | 03/1992 | Present |
F & G FIXED ANNUITIES THROUGH BIG POSITION: service the contracts NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/22/2022 ADDRESS: 5 Walnut Grove Dr, Suite 240, Horsham PA 19044, United States DESCRIPTION: Servicing existing contracts N2H WEALTH PARTNERS, LLC POSITION: Managing partner and partial owner NATURE: Investment planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/16/2020 ADDRESS: 5 Walnut Grove Dr, Suite 240, Horsham PA 19044, United States DESCRIPTION: This is a DBA for our Lincoln business. We do not do business outside of Lincoln. All comp comes from Lincoln commissions. BLACK CAT ANTIQUES POSITION: owner and we rent space only; the building's management "mind's" the store. NATURE: antiques and collectibles INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 225 Main Street, Millsboro DE 19966, United States DESCRIPTION: owner and stock person
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-05 |
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