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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-12-10
  • PA RA
    APPROVED
    Since 2018-12-10

Branch Locations

1 East Broad Street Suite 550, Bethlehem, PA 18018 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-12-10
  • PA RA
    APPROVED
    Since 2018-12-10

Branch Locations

Bethlehem, 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
Franklin/Templeton Distributors, Inc. Short Hills NJ 02/2005 12/2018
Lincoln Investment, Llc Fort Washington PA 12/2018 Present
  • 02/2005 → 12/2018
    Franklin/Templeton Distributors, Inc.
    Short Hills, NJ
  • 12/2018 → Present
    Lincoln Investment, Llc
    Fort Washington, PA
Previous Registrations
Other Businesses

TS ADVISORS, LLC POSITION: Owner NATURE: employee management INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: one east broad street, bethlehem PA 18018, United States DESCRIPTION: Payroll, Benefits, Employee Management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-17
S63 Uniform Securities Agent State Law Examination 1999-10-25
  • S65 Uniform Investment Adviser Law Examination
    2002-06-17
  • S63 Uniform Securities Agent State Law Examination
    1999-10-25

View on SEC IAPD

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