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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2022-02-14 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1000 Brooktree Rd Suite 100, Wexford, PA 15090 • United States
Erie, CO • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2022-02-14 |
Branch Locations
1000 Brooktree Rd. Ste. 100, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Matt Lyerla | Paducah | KY | 09/2017 | 10/2017 |
| James Matt Lyerla | Paducah | KY | 10/2017 | 04/2018 |
| Northwestern Mutual Investment Services Llc | Paducah | KY | 01/2018 | 02/2018 |
| Lincoln Investment | Pittsburgh | PA | 02/2016 | 09/2017 |
| Vector Marketing | Clarion | PA | 09/2015 | 09/2016 |
| Edward Hely | Paducah | KY | 04/2018 | 06/2018 |
| Lincoln Investment Llc | Fort Washington | PA | 06/2018 | 05/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2021 | 01/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2021 | 01/2022 |
| Lincoln Investment | Fort Washington | PA | 02/2022 | Present |
| Capital Analysts | Fort Washington | PA | 02/2022 | Present |
ATI Financial Services LLC POSITION: Independent Contractor NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2020 ADDRESS: 1000 Brooktree Road, Wexford PA 15090, United States DESCRIPTION: At ATI my role is to assist in Tax Preparation. Mainly during tax season each year. Rylan Marx Financial Group POSITION: Independent Contractor NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2020 ADDRESS: 221 Lynhurst Drive, Pittsburgh, PA 15237, United States DESCRIPTION: I assist Ryan Marx with preparing paperwork and other meeting prep items for his investment clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-14 |
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