Amanda Wallace

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-02-13

PA RA
APPROVED

Since 2023-02-13

Branch Locations

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

Organization	City	State	From	To
The Prudential Insurance Company Of America	Dresher	PA	06/2016	01/2017
Prudential Annuities Distributors, Inc.	Dresher	PA	06/2016	01/2017
Triad Advisors, Inc.	Norcross	GA	02/2017	09/2017
Middlesex University	London		09/2017	07/2019
Flair Staffing Temp Agency	London		10/2017	10/2018
The Hospitality Company Temp Agency	London		10/2017	10/2018
Brightsparks Temp Agency	London		10/2017	10/2018
Metro Hospitality Temp Agency	London		10/2017	10/2018
Triad Advisors	Norcross	GA	10/2018	01/2019
Kestra Financial Inc.	Glenside	PA	01/2019	08/2021
Lincoln Investment	Fort Washington	PA	05/2022	Present
Penn Mutual Life Insurance Co	Horsham	PA	08/2021	04/2022
Viper Magazine Uk	London		07/2020	Present

06/2016 → 01/2017

The Prudential Insurance Company Of America

Dresher, PA
06/2016 → 01/2017

Prudential Annuities Distributors, Inc.

Dresher, PA
02/2017 → 09/2017

Triad Advisors, Inc.

Norcross, GA
09/2017 → 07/2019

Middlesex University

London
10/2017 → 10/2018

Flair Staffing Temp Agency

London
10/2017 → 10/2018

The Hospitality Company Temp Agency

London
10/2017 → 10/2018

Brightsparks Temp Agency

London
10/2017 → 10/2018

Metro Hospitality Temp Agency

London
10/2018 → 01/2019

Triad Advisors

Norcross, GA
01/2019 → 08/2021

Kestra Financial Inc.

Glenside, PA
05/2022 → Present

Lincoln Investment

Fort Washington, PA
08/2021 → 04/2022

Penn Mutual Life Insurance Co

Horsham, PA
07/2020 → Present

Viper Magazine Uk

London

Other Businesses

VIPER MAGAZINE UK POSITION: Freelance Writer, Interviewer, Editor NATURE: Entertainment INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/16/2020 ADDRESS: 15 Fuse Building, Beechwood Road, Flat 15, London, UK UM 19034, United States DESCRIPTION: Occasionally asked to write music related articles or interview music artists for magazine content. DEPOP POSITION: Merchant/Seller NATURE: Retail/Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 6/20/2025 ADDRESS: The Pavilions, Bridgwater Road Bristol, UK BS13 8FD DESCRIPTION: I have shoes, clothes and bags that I usually donate but would like to resell them online. Offer Up/Let Go/Facebook Marketplace/Second Hand Merchants Position: Merchant/Seller Nature: Retail/Sales Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 6/20/2025 Address: 1745 114th Ave SE Bellevue, WA 98004 Description: I have household items and car parts that I usually give away but would like to try reselling them online

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-10
S63	Uniform Securities Agent State Law Examination	2016-09-09

S65 Uniform Investment Adviser Law Examination

2023-02-10
S63 Uniform Securities Agent State Law Examination

2016-09-09

Other Names

Amanda Wallace
Amanda Quinn Wallace

View on SEC IAPD