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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-05-13 |
Branch Locations
1 East Broad Street Suite 550, Bethlehem, PA 18018 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-05-13 |
Branch Locations
1 East Broad Street Ste. 550, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals Inc | San Antonio | TX | 12/2012 | 06/2018 |
| Qnb Bank | Quakertown | PA | 12/2012 | 02/2019 |
| Lpl Financial Llc | Quakertown | PA | 07/2018 | 02/2019 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 05/2019 | Present |
AIRBNB / VRBO POSITION: Owner / Host NATURE: Short Term Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 2 Bass Place Howell, NJ 07731 DESCRIPTION: Hosting, Managing reservation inquiries and bookings, scheduling cleaning & change over service, maintaining the Sailboat. I rent my sailboat in Key West for overnight stays. I have a Co-Host who maintains the vessel.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-13 |
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