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Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-21
FL RA APPROVED 2024-02-08
  • TX RA
    APPROVED
    Since 2026-08-21
  • FL RA
    APPROVED
    Since 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

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-09
  • FL RA
    APPROVED
    Since 2024-02-09

Branch Locations

2660 Stonewood Park Loop, Land O Lakes, FL 34638 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-09
  • S66 Uniform Combined State Law Examination
    2004-01-09
Other Names
  • Dov Litov

View on SEC IAPD

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