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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-06 |
Branch Locations
10000 Sagemore Drive Suite 10201, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-10-13 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Marlton | NJ | 03/2016 | Present |
| Lincoln Investment Planning, Llc | Marlton | NJ | 10/2017 | Present |
| Capital Analysts, Llc | Marlton | NJ | 11/2023 | Present |
LAMBERTVILLE, NEW JERSEY - PARKS & RECREATION POSITION: Board Member (Officer) NATURE: Parks & Recreation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2023 ADDRESS: 18 York St., City Hall, Lambertville NJ 18530, United States DESCRIPTION: Oversee parks in community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-31 |
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