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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-07-29 |
Branch Locations
232 N. Second Street, Albemarle, NC 28001 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2007-11-08 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
109 Chuckwood Road Suite 115, Mooresville, NC 28117 • United States
232 N Second Street, Albemarle, NC 28001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Albemarle | NC | 11/2007 | Present |
INNOVATIVE WEALTH PLANNING, INC POSITION: President NATURE: S Corp for Payroll and taxes INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 109 Chuckwood Rd, Ste 115, Mooresville NC 28117, United States DESCRIPTION: S Corp for Payroll and taxes. LIFE INSURANCE REPRESENTATIVE POSITION: Representative NATURE: Life Insurance Representative INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2007 ADDRESS: 109 Chuckwood Rd, Ste 115, Mooresville NC 28117, United States DESCRIPTION: I offer life insurance products to clients in need. MONARCH COFFEE, INC POSITION: President NATURE: Coffee Shop INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 208 Pinnacle Shores Dr, Mooresville NC 28117, United States DESCRIPTION: Potential future coffee shop. DCL Ventures LLC Position: Manager Nature: Holds Business Assets Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 11/26/2025 Address: 109 Chuckwood Rd, Ste113 Mooresville, North Carolina 28117 Description: Owner / Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-07 |
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