Brian Patrick Timby

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-02
PA	RA	APPROVED	2020-12-14

TX RA
APPROVED_RES

Since 2026-01-02
PA RA
APPROVED

Since 2020-12-14

Branch Locations

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

261 Old York Road Sute 924, Jenkintown, PA 19046 • 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

Organization	City	State	From	To
Lincoln Investment	Wyncote	PA	05/2015	Present

05/2015 → Present

Lincoln Investment

Wyncote, PA

Other Businesses

RENTAL PROPERTY POSITION: Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 426 Drummers Lane, Wayne PA 19087, United States DESCRIPTION: No specific duties related to this activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-10-23
S63	Uniform Securities Agent State Law Examination	2005-03-10

S65 Uniform Investment Adviser Law Examination

2020-10-23
S63 Uniform Securities Agent State Law Examination

2005-03-10

View on SEC IAPD