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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-24 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-24 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | King Of Prussia | PA | 06/2015 | 11/2017 |
| Santander Bank, Na | Boston | MA | 03/2018 | 06/2019 |
| Santander Securities, Llc | Dorchester | MA | 03/2018 | 06/2019 |
| Self Employed | Philadelphia | PA | 12/2017 | 02/2018 |
| Lincoln Investment | Fort Washington | PA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-03 |
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