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Lincoln University, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-05-26 |
| PA | RA | APPROVED | 2026-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Wilmington | DE | 05/2016 | 10/2018 |
| Income And Estate Planning Partners, P.A. | Newark | DE | 12/2008 | Present |
| Integrity Alliance | Newark | DE | 11/2025 | 04/2026 |
| Lion Street | Newark | DE | 08/2020 | 11/2025 |
| Candlelight Financial Solutions | Lincoln University | PA | 04/2026 | Present |
1.) INDEPENDENT INSURANCE AGENT POSITION: Owner NATURE: life, accident, health insurance & property/casualty insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/1998 ADDRESS: 2700 Capitol Trail, Kirkwood Highway, Newark DE 19711, United States DESCRIPTION: Sales and service of insurance 2.) INCOME AND ESTATE PLANNING PARTNERS, P.A. POSITION: Owner NATURE: INCOME & ESTATE PLANNING PARTNERS, P.A It is also the DBA name used for my role as a registered rep and investment advisor representative work with Lion Street Financial and Lion Street Advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2008 ADDRESS: 2700 Capitol Trail, Kirkwood Highway, Newark DE 19711, United States DESCRIPTION: Comprehensive financial planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-27 |
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