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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-10-22 |
Branch Locations
19 Maple Ave, Hamburg, NY 14075 • United States
500 Waters Edge Suite 150, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-01-23 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
Hamburg, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Lombard | IL | 07/2011 | Present |
RENTAL PROPERTY POSITION: Co Owner of the property. NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2017 ADDRESS: 15 Hughes Ave, Buffalo NY 14208, United States DESCRIPTION: Sometimes I have to chat with the property management company who manages the property. MOSLER WEALTH MANAGEMENT POSITION: managing partner NATURE: Tax/Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/29/2024 ADDRESS: 19 Maple Ave, Hamburg NY 14075, United States DESCRIPTION: I am the only managing partner and this will be used to create an S corp tax filing so my Income is more tax efficient. There are no additional activities outside of what I am currently doing with my practice with Lincoln.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-23 |
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