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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2014-02-21 |
Branch Locations
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2014-02-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ryan M Day Conulting Inc. | Orem | UT | 04/2004 | Present |
| Capital Analysts | Cincinnati | OH | 11/2011 | Present |
| Lincoln Investment | Orem | UT | 06/2012 | Present |
RYAN M DAY CONSULTING POSITION: I own RMDC but one of the outside activities is writing books. NATURE: Author INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2019 ADDRESS: 3000 Canyons Resort Drive, #4805, Park City UT 84098, United States DESCRIPTION: Author RYAN M. DAY CONSULTING POSITION: Owner, Agent NATURE: Fixed Insurance Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2011 ADDRESS: 3000 Canyons Resort Drive, #4805, Park City UT 84098, United States DESCRIPTION: I receive residual trail commissions for old business only. I am no longer offering or selling the products or services of any insurance carrier away from Lincoln.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-19 |
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