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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
| FL | RA | APPROVED | 2024-02-08 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
2660 Stonewood Park Loop, Land O Lakes, FL 34638 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-09 |
Branch Locations
2660 Stonewood Park Loop, Land O Lakes, FL 34638 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Clearwater | FL | 10/2009 | 06/2017 |
| Lpl Financial, Llc | Tampa | FL | 06/2017 | 01/2024 |
| Northbridge Financial Group, Llc | Tampa | FL | 09/2020 | 12/2023 |
| Lincoln Investment | Fort Washington | PA | 02/2024 | Present |
| Capital Analysts | Fort Washington | PA | 02/2024 | Present |
UNITED STATES SOCCER FEDERATION - FLORIDA SOCCER REFEREE POSITION: Grassroots Soccer Referee NATURE: Referee soccer games in Florida INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 6671 W Indiantown Road, Jupiter FL 33458, United States DESCRIPTION: I referee mostly youth soccer games on the weekends. FLORIDA EDUCATOR INSURANCE LLC DBA GAC WEALTH MANAGEMENT SOLUTIONS POSITION: Insurance Agent, Transitional Representative NATURE: Insurance, Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 4 START DATE: 02/07/2024 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, United States DESCRIPTION: I speak to people throughout the day concerning both their retirement accounts. Insurance Agent duties Bear Financial Services, LLC Position: Managing Member, Member Nature: Tax/Accounting Purposes Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 2/1/2024 Address: 4058 Daventry LN Palm Harbor, FL 34685, Florida 34685 Description: This is created for managing my Lincoln and FEI business as a 1099 employee for taxes and expenses and income. Inputting income data and expenses is all I do
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-09 |
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