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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-09 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-24 |
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 |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 07/2015 | Present |
| Capital Analysts | Fort Washington | PA | 10/2024 | Present |
| Lincoln Investment | Fort Washington | PA | 10/2024 | Present |
HOUSE RENTAL POSITION: landlord NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 232 TRINITY AVE, AMBLER PA 19002, United States DESCRIPTION: As landlord, I make sure the rental is functioning properly, and the tenant is following the rules of our contract.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-19 |
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