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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 2021-07-01
PA RA APPROVED 2014-06-27
  • TX RA
    APPROVED_RES
    Since 2021-07-01
  • PA RA
    APPROVED
    Since 2014-06-27

Branch Locations

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States

100 West Main Street Century Plaza Suite 412, Lansdale, PA 19446 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-01
PA RA APPROVED 2015-01-16
  • TX RA
    APPROVED_RES
    Since 2021-07-01
  • PA RA
    APPROVED
    Since 2015-01-16

Branch Locations

100 W. Main St. Ste. 412, Lansdale, PA 19446 • 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 Planning Wyncote PA 05/2012 Present
University Of Scranton Scranton PA 09/2010 Present
  • 05/2012 → Present
    Lincoln Investment Planning
    Wyncote, PA
  • 09/2010 → Present
    University Of Scranton
    Scranton, PA
Other Businesses

MC CAPITAL MANAGEMENT, LLC POSITION: Partner, Co-Founder NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 07/01/2021 ADDRESS: 601 Harvest Drive, Telford PA 18969, United States DESCRIPTION: DBA for Lincoln business. KEVIN CLARK POSITION: Owner. Renting it out to tenants. NATURE: Real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 2620 Folsom Street, Philadelphia PA 19130, United States DESCRIPTION: Property management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-24
  • S66 Uniform Combined State Law Examination
    2014-06-24

View on SEC IAPD

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