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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-01-28 |
Branch Locations
2 Sheppard Road, Suite 301, Voorhees, NJ 08043 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2010-01-19 |
Branch Locations
1256 Haddonfield Berlin Rd. Ste. B, Voorheees, NJ 08043 • United States
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
2 Sheppard Road Suite 301, Voorhees, NJ 08043 • United States
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 |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Voorhees | NJ | 09/2009 | Present |
AMERICA SUPPLY INC. POSITION: Part time Sales person NATURE: Hotel Linen Supply INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 12 START DATE: 04/04/2025 ADDRESS: 1360 Clifton Ave, Suite 252, Clifton NJ 07012, United States DESCRIPTION: Wholesale linen Sales to Hotels, Motels and Industrial Laundries. Camden County Republican Committee. Position: Committee Member Nature: Supporting the Candidates and the Party in a volunteer capacity. Investment Related: No Hours: 15 Securities Trading Hours: 5 Start Date: 3/19/2026 Address: P.O. Box 192, Haddon Heights, New Jersey 08035 Description: The position would entail voting for internal leadership of the party, assist in vetting potential candidates, pole challenger or Election Marshall, registering voters, attending meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-19 |
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