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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 | 2018-02-13 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Holland, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith | Pennington | NJ | 08/2011 | 02/2017 |
| Bank Of America, N.A. | Pennington | NJ | 09/2011 | 02/2017 |
| Unemployed | Feasterville | PA | 03/2017 | 05/2017 |
| Citizens Securities, Inc. | Philadelphia | PA | 06/2017 | 01/2018 |
| Lincoln Investment | Fort Washington | PA | 01/2018 | Present |
RENTAL PROPERTY POSITION: Landlord NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2016 ADDRESS: 1807 Diamond Drive, Newtown PA 18940, United States DESCRIPTION: Landlord HOUSE OF MEDAKA POSITION: I breed and sell Japanese Medaka Rice Fish online and at auctions. NATURE: ornamental fish sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2024 ADDRESS: 324 E Myrtle Ave, Feasterville Trevose PA 19053-4242, United States DESCRIPTION: I breed the fish, maintain an eBay page and sell on other platforms. I package and ship the fish. RENTAL PROPERTY POSITION: homeowner, landlord NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 324 E Myrtle Ave, Feasterville Trevose PA 19053, United States DESCRIPTION: I am renting a property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-31 |
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