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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2016-02-12 |
Branch Locations
7670 Woodway Suite 275, Houston, TX 77063 • United States
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 |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 01/2016 | Present |
| Adaptive Asset Mgmt | Houston | TX | 01/2015 | Present |
| Full-Time Student | Houston | TX | 01/2005 | Present |
ADAPTIVE ASSET MANAGEMENT POSITION: Financial Analyst NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/04/2016 ADDRESS: 7670 Woodway Drive, #275, Houston TX 77063, United States DESCRIPTION: supporting our investment strategy by reviewing current and potential investments and reporting this information to the portfolio manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-09 |
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