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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-31 |
| WA | RA | APPROVED | 2013-05-29 |
Branch Locations
900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-04-07 |
Branch Locations
900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | University Place | WA | 05/2013 | Present |
RSA 405 LLC Position: Member Nature: Holding new lease for office starting 4/1/26 and paying rent/office expenses Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 10/14/2025 Address: 3900 E Valley Rd Ste 202 Renton, WA 98058 Description: Ensure bank account funded for expenses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-26 |
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