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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-14
  • PA RA
    APPROVED
    Since 2026-05-14

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Fort Washington PA 05/2026 Present
Transnoble Logistics Doylestown PA 07/2017 05/2025
The Pennsylvania State University University Park PA 06/2013 05/2017
Unemployed Warrington PA 05/2025 11/2025
Lincoln Investment Fort Washington PA 12/2025 Present
  • 05/2026 → Present
    Fort Washington, PA
  • 07/2017 → 05/2025
    Transnoble Logistics
    Doylestown, PA
  • 06/2013 → 05/2017
    The Pennsylvania State University
    University Park, PA
  • 05/2025 → 11/2025
    Unemployed
    Warrington, PA
  • 12/2025 → Present
    Fort Washington, PA
Other Businesses

Name: Stephen Schultz; Investment Related: Yes; Address: 5 Walnut Grove Drive, Suite 240, Horsham, PA 19044; Nature: Financial Services; Title: Sales Assistant; Start: 12/01/2025; 40; 40; Duties: Make/answer calls and emails as well as filing out paperwork.;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-03
  • S66 Uniform Combined State Law Examination
    2025-12-03
Other Names
  • Stephen Michael Mccarthy
  • Stephen Mccarthy

View on SEC IAPD

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