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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-20 |
| FL | RA | APPROVED | 2005-10-04 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
259 Highway 74 N. Suite #2, Peachtree City, GA 30269 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-20 |
| FL | RA | APPROVED | 2016-01-14 |
Branch Locations
259 Highway 74 N. Suite #2, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Lutz | FL | 09/2005 | Present |
GENERAL INSURANCE AGENT POSITION: agent NATURE: Life Health & Annuity INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/08/2013 ADDRESS: 16241 N. Florida Ave., Lutz FL 33549, United States DESCRIPTION: I receive residual renewal commissions for old business and I no longer are offering or selling products or service for any insurance carrier away from Lincoln. GUARDIAN INSURANCE POSITION: Insurance Agent NATURE: Long Term Disability Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/03/2012 ADDRESS: 700 South Street, Pittsfield MA 01201, United States DESCRIPTION: I receive residual renewal commissions for old business. I no longer offer or sell products or services for any carrier away from Lincoln.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-22 |
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