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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-22 |
| NY | RA | APPROVED | 2021-03-25 |
| CO | RA | APPROVED | 2020-11-18 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-22 |
| NY | RA | APPROVED | 2021-03-25 |
| CO | RA | APPROVED | 2020-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 01/2020 | Present |
| Lincoln Investment | Fort Washington | PA | 12/2017 | 01/2020 |
| Morgan Stanley | Manhanttan | NY | 07/2017 | 11/2017 |
| Valley National Bank | Wayne | NJ | 08/2014 | 07/2017 |
| Lincoln Investment | Fort Washington | PA | 11/2020 | Present |
| Capital Analysts | Fort Washington | PA | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-27 |
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