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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 1991-03-28 |
Branch Locations
1 Research Court Suite 450, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nat'L Heart Lung & Blood Instit | Bethesda | MD | 11/1982 | Present |
| #Ia Lincoln Investment Planning, Inc. | Rockville | MD | 10/1988 | Present |
| Lincoln Investment Planning, Inc. | Rockville | MD | 10/1988 | Present |
| Hendershot Financial Group | Gaithersburg | MD | 10/1987 | Present |
206 SOUTH STREET POSITION: 50% owner, Landlord. NATURE: Real Estate - Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/02/2022 ADDRESS: 206 South Street, Blutton SC 29910, United States DESCRIPTION: I am acting as landlord for this rental property. WALK THE WALK INC. POSITION: Treasurer, Board Member. NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 1 Research Court, Suite 450, Rockville MD 20850, United States DESCRIPTION: As Treasurer, I verify the bank account, deposit contributions and distribute funds as confirmed by the President. HENDERSHOT FINANCIAL GROUP POSITION: 50% owner and employed as support for corporate responsibilities (bills, taxes, etc.) NATURE: Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 45 START DATE: 10/01/1987 ADDRESS: 1 Research Court, Suite 450, Rockville MD 20850, United States DESCRIPTION: I provide bookeeping responsnbilities for HFG including bills, taxes, etc. I do not have specific client responsibilities however I mail Christmas cards, set appointments if asked and reach out to see how clients are doing (the last being an infrequent act). I function about 2% of my time to help Lawrence (Tom) Hendershot.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-02 |
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