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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-03-23 |
Branch Locations
100 West Main Street Century Plaza Suite 412, Lansdale, PA 19446 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Jenkintown | PA | 05/2000 | Present |
| Temple University | Ambler | PA | 06/1999 | Present |
LEONARD RIZZOTTI POSITION: Client Service Associate to Leonard Rizzotti NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2021 ADDRESS: 100 W Main Street, Suite 412, Lansdale PA 19446, United States DESCRIPTION: Client Service Associate to Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-31 |
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