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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-06-08
  • GA RA
    APPROVED
    Since 2023-06-08

Branch Locations

1720 Old Spring House Lane Suite 310, Dunwoody, GA 30338 • United States

Gainesville, GA • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Planning, Inc. Lombard IL 07/2012 Present
  • 07/2012 → Present
    Lincoln Investment Planning, Inc.
    Lombard, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-30
  • S66 Uniform Combined State Law Examination
    2012-11-30

View on SEC IAPD

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