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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-19 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1000 Brooktree Rd Suite 100, Wexford, PA 15090 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-19 |
Branch Locations
1000 Brooktree Rd Suite 100, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst And Young Llp | Pittsburgh | PA | 10/2015 | 10/2020 |
| Ati Financial Llc | Pittsburgh | PA | 11/2020 | Present |
| Lincoln Investment | Fort Washington | PA | 08/2021 | Present |
| Lincoln Investment | Fort Washington | PA | 11/2021 | Present |
| Capital Analysts | Fort Washington | PA | 11/2021 | Present |
ATI FINANCIAL SERVICES LLC POSITION: Partner, Limited POA NATURE: Accounting, Tax, and Payroll Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 11/09/2020 ADDRESS: 1000 Brooktree Road, Suite 100, Wexford PA 15090, United States DESCRIPTION: Preparation of tax returns, financial statements, and processing of payroll. Limited POA for IRS representation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-15 |
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