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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 | 2026-01-20 |
| FL | RA | APPROVED | 2019-05-30 |
Branch Locations
Port Saint Lucie, FL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 01/2011 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 01/2014 | 09/2019 |
| Lincoln Investment | Fort Washington | PA | 01/2017 | Present |
SPECTRUM EVENTS POSITION: Bartender at the Honda Classic Tournament that is once a year NATURE: Golf Tournament INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2023 ADDRESS: 3300 PGA Blvd, STE 3000, Palm Beach Gardens FL 33410, United States DESCRIPTION: I work once a year for 4 days for a total of 40 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-25 |
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