Best Investors Account Sign in
Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-03-20
  • PA RA
    APPROVED
    Since 2014-03-20

Branch Locations

218 Glenside Ave, Wyncote, PA 19095 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-04-20
  • PA RA
    APPROVED
    Since 2012-04-20

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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. Wyncote PA 04/2012 Present
  • 04/2012 → Present
    Lincoln Investment Planning, Inc.
    Wyncote, PA
Previous Registrations
  • 2011-03-14 → 2011-12-16
    Waltham, MA
  • 2005-04-13 → 2006-08-18
    Bofa Advisors, Llc
    Boston, MA
  • 2004-04-06 → 2005-04-12
    Columbia Management Advisors, Inc.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-14
  • S66 Uniform Combined State Law Examination
    2001-03-14
Other Names
  • Ted O'DOnoghue

View on SEC IAPD

More in Wyncote, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor