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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
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 | 03/1989 | Present |
| Lincoln Investment Planning, Inc. | Hauppauge | NY | 03/1989 | Present |
JEAN CROSSLEY POSITION: Property owner NATURE: property rental INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2019 ADDRESS: 644 VETERANS MEMORIAL HWY, Hauppauge NY 11788, United States DESCRIPTION: Maintain property, manage tenants. The property also houses our branch office. CRYSTAL BEACH PROPERTY OWNERS ASSOCIATION POSITION: 2024 Board President NATURE: Property Owners Association INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: PO Box 101, Moriches NY 11955, United States DESCRIPTION: As president, I will organize andpreside over regular board meetings as well as our larger community meetings held twice a year. I will communicate to the board members, disseminate information to the community members and help organize committees to oversee and organize community events throughout the year.The Crystal Beach Association was created to unite our neighborhood. We do soby organizing community events, administrating a beach and marina owned collectively by the Crystal Beach property owners and keeping an eye out for the community regarding local issues.I will receive no compensation as it is strictly a volunteer position.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-19 |
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