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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-10-28 |
Branch Locations
900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
Maple Valley, WA • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-10-28 |
Branch Locations
900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning | Wyncote | PA | 10/2014 | Present |
MUSICALLY MINDED POSITION: Part owner. My wife is the primary owner NATURE: Early Childhood Music Education INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2006 ADDRESS: 25928 SE 235th Way, Maple valley WA 98038, United States DESCRIPTION: - I do the books and help with business operations GLACIER CONSULTING POSITION: Owner NATURE: Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 25928 SE 235th Way, Maple Valley WA 98038, United States DESCRIPTION: Helping owners of business get organized and ready to potentially sell
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-16 |
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