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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-03 |
| PA | RA | APPROVED | 2011-04-04 |
Branch Locations
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
Wallingford, PA • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-03-13 |
Branch Locations
Wallingford, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Jenkintown | PA | 09/2001 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-16 |
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