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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 | 2014-03-20 |
Branch Locations
218 Glenside Ave, Wyncote, PA 19095 • 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
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Wyncote | PA | 02/1999 | Present |
WOMEN IN TRASITION POSITION: Board Member, Treasurer NATURE: Charitable organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2019 ADDRESS: 718 Arch Street Suite 401N, Philadelphia PA 19106, United States DESCRIPTION: Provide oversight and direction to the organization. METHODIST SERVICES/METHODIST HOME FOR CHILDREN POSITION: Board Member NATURE: Charitable Social Service INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 ADDRESS: 4300 Monument, Philadelphia PA 19131, United States DESCRIPTION: Volunteer position providing oversight of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-29 |
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