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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-06-09
  • PA RA
    APPROVED
    Since 2011-06-09

Branch Locations

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

4390 William Flinn Highway Rt. 8, Allison Park, PA 15101 • 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, Inc. Pittsburgh PA 09/1998 Present
Lincoln Investment Planning, Inc. Pittsburgh PA 09/1998 Present
  • 09/1998 → Present
    Lincoln Investment Planning, Inc.
    Pittsburgh, PA
  • 09/1998 → Present
    Lincoln Investment Planning, Inc.
    Pittsburgh, PA
Other Businesses

RENTAL PROPERTY POSITION: Building Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2019 ADDRESS: 4390 William Flinn Highway, Allison Park PA 15101, United States DESCRIPTION: I purchased an office building at the above address to use as my office. Iam currently renting offices to other Lincoln Advisors.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-01-31
  • S63 Uniform Securities Agent State Law Examination
    2003-01-31
Other Names
  • Jody Lee Woodard
  • Jody Lee Woodward
  • Jody Lee Tolomeo

View on SEC IAPD

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