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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-07-23
  • PA RA
    APPROVED
    Since 2015-07-23

Branch Locations

101 West Ave - Ste 200, Jenkintown, PA 19046 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-04-07
  • PA RA
    APPROVED
    Since 2011-04-07

Branch Locations

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • 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
Lincoln Investment Planning, Inc. Jenkintown PA 03/1992 Present
  • 03/1992 → Present
    Lincoln Investment Planning, Inc.
    Jenkintown, PA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-13
S63 Uniform Securities Agent State Law Examination 1991-07-05
  • S65 Uniform Investment Adviser Law Examination
    1995-06-13
  • S63 Uniform Securities Agent State Law Examination
    1991-07-05
Other Names
  • Paula Marie Brelsford
  • Paula M Brelsford
  • Paula Marie Brelsfordhocker
  • Paula Hocker
  • Paula Marie Brelsford-Hocker

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