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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 | 2022-05-11 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Jenkintown | PA | 09/2016 | 11/2017 |
| J.G. Wentworth | Chesterbrook | PA | 11/2017 | 10/2018 |
| Emoney Advisor Llc | Radnor | PA | 10/2018 | 10/2020 |
| Lincoln Investment | Horsham | PA | 10/2020 | Present |
| Lincoln Investment | Fort Washington | PA | 12/2020 | Present |
LINCOLN INVESTMENT HOLDING GROUP INC POSITION: Shareholder NATURE: Holding Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2010 ADDRESS: 601 Office Center Drive, Suite 240, Fort Washington PA 19034, United States DESCRIPTION: Active Shareholder - Sit on committee that meets quarterly to prepare meetings / reports to present to other shareholders at semiannual meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-03 |
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