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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-30
IL RA APPROVED 2015-08-19
  • TX RA
    APPROVED_RES
    Since 2026-01-30
  • IL RA
    APPROVED
    Since 2015-08-19

Branch Locations

Crystal Lake, IL • United States

Chicago, IL • United States

Suite 150 500 Waters Edge, Lombard, IL 60148 • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-09-30
  • IL RA
    APPROVED
    Since 2020-09-30

Branch Locations

Suite 150 500 Waters Edge, Lombard, IL 60148 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Wyncote PA 08/2015 Present
Independent Financial Services Schaumburg IL 08/2015 Present
  • 08/2015 → Present
    Wyncote, PA
  • 08/2015 → Present
    Independent Financial Services
    Schaumburg, IL
Previous Registrations
Other Businesses

Rovner Wealth Management, LLC Position: Managing Member Nature: Tax/Accounting Purposes, Marketing Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 12/9/2025 Address: 71 W Hubbard St, Unit 1808 Chicago, Illinois 60654 Description: Journaling Lincoln compensation for tax purposes. Marketing

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-10
  • S66 Uniform Combined State Law Examination
    2014-02-10

View on SEC IAPD

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