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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Melville, NY • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
98 Colony Drive, Holbrook, NY 11741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pasternak Baum & Co., Ltd | Harrison | NY | 03/2016 | 04/2020 |
| Lincoln Investment | Fort Washington | PA | 01/2018 | Present |
KENNY KING CONSULTING INC. POSITION: owner NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 1 Beaumont Drive, Melville NY 11747, United States DESCRIPTION: Tax structure including opening and contributing to a solo 401k. This is for tax reasons as well as to open a solo 401k plan for being an independent contractor. Starting next year I would like to journal my commissions from my name into the S Corp account and then pay myself through the S Corp.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-15 |
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