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Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-10-31

PA RA
APPROVED

Since 2023-10-31

Branch Locations

1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States

144 Baltimore Street [Satellite], Hanover, PA 17331 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Investment Planning, Inc.	Hanover	PA	03/2010	10/2023
South Western School District	Hanover	PA	11/2010	Present
Wells Fargo Advisors Financial Network, Llc	Hanover	PA	10/2023	Present

03/2010 → 10/2023

Lincoln Investment Planning, Inc.

Hanover, PA
11/2010 → Present

South Western School District

Hanover, PA
10/2023 → Present

Wells Fargo Advisors Financial Network, Llc

Hanover, PA

Previous Registrations

2011-08-31 → 2023-10-30

Lincoln Investment

Hanover, PA

Fort Washington, PA
2019-02-15 → 2023-10-30

Capital Analysts

Hanover, PA

Other Businesses

SLOGUE GP, LLC; INV RELATED; BOZEMAN, MT; 90% OWNERSHIP; START DATE 05/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; FORMED TO MAKE SELL TO A LLC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-08-24
S63	Uniform Securities Agent State Law Examination	2010-04-29

S65 Uniform Investment Adviser Law Examination

2011-08-24
S63 Uniform Securities Agent State Law Examination

2010-04-29

View on SEC IAPD