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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-19 |
| MI | RA | APPROVED | 2023-12-15 |
Branch Locations
29905 Middlebelt Rd, Farmington Hills, MI 48334 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-12-15 |
Branch Locations
29905 Middlebelt Rd, Farmington Hills, MI 48334 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Farmington Hills | MI | 10/2011 | 12/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2023 |
| Lincoln Investment | Fort Washington | PA | 12/2023 | Present |
| Capital Analysts | Fort Washington | PA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-13 |
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