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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-15 |
Branch Locations
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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 |
|---|---|---|---|---|
| Davis Financial Planning | Asheville | NC | 02/2022 | 08/2022 |
| Prowell Financial Management | Exton | PA | 05/2021 | 02/2022 |
| Virginia Tech | Blacksburg | VA | 08/2017 | 05/2021 |
| Lincoln Investments | Fort Washington | PA | 05/2020 | 08/2020 |
| Staples | Doylestown | PA | 05/2016 | 08/2017 |
| Unemployed | Doylestown | PA | 08/2003 | 05/2017 |
| Buncombe County Schools | Swannanoa | NC | 08/2022 | 06/2023 |
| Advyzon | Chicago | IL | 07/2023 | 12/2025 |
| Patrick Forst | Horsham | PA | 12/2025 | Present |
| Lincoln Investment | Fort Washington | PA | 04/2026 | Present |
Patrick Forst Position: Associate Nature: Financial Services Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 12/16/2025 Address: 5 Walnut Grove Drive Horsham, PA 19044 Description: Client scheduling, reporting, trading, etc. through Lincoln
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-09 |
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