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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-03
PA RA APPROVED 2011-04-04
  • TX RA
    APPROVED
    Since 2019-01-03
  • PA RA
    APPROVED
    Since 2011-04-04

Branch Locations

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States

Wallingford, PA • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-03-13
  • PA RA
    APPROVED
    Since 2015-03-13

Branch Locations

Wallingford, PA • 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 09/2001 Present
  • 09/2001 → Present
    Lincoln Investment Planning, Inc.
    Jenkintown, PA
Other Businesses

7:12 FINANCIAL LLC POSITION: Sole Member NATURE: Financial Services, Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 309 Henry Lane, Wallingford PA 19086, United States DESCRIPTION: Financial advisor who provides advice to clients through Lincoln. DBA for Lincoln business.  GRACE BIBLE FELLOWSHIP CHURCH POSITION: Board Member, Finance Committee Member, Treasurer NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 723 S. Providence Rd., Wallingford PA 19086, United States DESCRIPTION: 1)Board Member- The Board ofElders shall have the general oversight of the life and workof the Church including, but not limited to, the worship, preaching, ordinances, evangelism, visitation, discipline, finances, maintenance of the properties and business affairs of the corporation 2) Finance Committee Member - The Finance Committee (FC) shall be chaired by the Treasurer and consist of at least two (2) other Members. The purpose and duties of the FC include, but are not limited to, reviewing annual and interim financial statements, recommending the annual budget to the Board of Elders, and recommending financial policies to the board of Elders. Also, members upon approval may be authorized signers for the account holder's (GBFC) bank account(s) 3) Treasurer - The Treasurer has responsibility for the financial activity of the Church as well as the bookkeeping (including, but not limited to, recording receipts, reconciling bank accounts, paying invoices, payroll and budget preparation). The Treasurer reports on the financial position of the Church at each meeting of the Board of Elders. Twenty-four One, LLC Position: Manager Nature: Real Estate Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 5/6/2026 Address: 2406 N. Ocean Blvd. #704 Myrtle Beach, SC 29577 Description: Pay any bills and respond to property manager.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-21
S63 Uniform Securities Agent State Law Examination 2001-07-16
  • S66 Uniform Combined State Law Examination
    2003-01-21
  • S63 Uniform Securities Agent State Law Examination
    2001-07-16
Designations

View on SEC IAPD

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