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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-04-05 |
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 |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 10/2010 | 01/2017 |
| Lincoln Investment | Enfield | CT | 01/2017 | Present |
JDK HANDYMAN SERVICES POSITION: Owner and operator. NATURE: Maintenance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2015 ADDRESS: 16 Weymouth Dr, Enfield CT 06082, United States DESCRIPTION: Fix damage to landowner properties. Minor carpentry, plumbing and other maintenance duties. SECURITIES TECHNOLOGY POSITION: Electrical Apprentice NATURE: Security Systems INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/28/2023 ADDRESS: 176 Bolton Rd - P6, Vernon CT 06043, United States DESCRIPTION: Shadow and learn electrical trade from licensed electrician HOUSE RENTAL POSITION: Renting my old house in CT. NATURE: Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2022 ADDRESS: 270 Mountain Rd, Hampden MA 01036, United States DESCRIPTION: Renting my old house to friends of the family. No action required on my part.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
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