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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_RES | 2023-01-24 |
| FL | RA | APPROVED | 2022-12-07 |
| IL | RA | APPROVED | 2020-11-04 |
| PA | RA | APPROVED | 2020-11-04 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Boca Raton, FL • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| FL | RA | APPROVED | 2022-12-21 |
| IL | RA | APPROVED | 2020-11-08 |
| PA | RA | APPROVED | 2020-11-08 |
Branch Locations
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cowen And Company, Llc | New York | NY | 07/2017 | 11/2017 |
| Indiana University | Bloomington | IN | 08/2013 | 05/2017 |
| Lincoln Investment | Fort Washington | PA | 09/2020 | Present |
| Celebrity Sweat | Skokie | IL | 12/2017 | 09/2020 |
| Lincoln Investment | Fort Washington | PA | 11/2020 | Present |
| Capital Analysts | Fort Washington | PA | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
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