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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 2023-06-12
  • PA RA
    APPROVED
    Since 2023-06-12

Branch Locations

90 S. Newtown Street Rd. Suite 5, Newtown Square, PA 19073 • United States

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

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-12
  • PA RA
    APPROVED
    Since 2023-06-12

Branch Locations

90 S. Newtown Street Rd. Suite 5, Newtown Square, PA 19073 • 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
The Vanguard Group, Inc. Malvern PA 07/2021 02/2022
Lincoln Investment Planning Fort Washington PA 05/2020 08/2020
Azie Media Media PA 04/2017 01/2020
Pennsylvania State University Media PA 08/2017 05/2021
Cardinal O'HAra High School Springfield PA 09/2013 06/2017
Dairy Cottage Springfield PA 05/2018 07/2018
Lincoln Investment Fort Washington PA 04/2023 Present
Northwestern Mutual King Of Prussia PA 02/2022 03/2023
Lincoln Investment Fort Washington PA 06/2023 Present
Capital Analysts Fort Washington PA 06/2023 Present
  • 07/2021 → 02/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 05/2020 → 08/2020
    Lincoln Investment Planning
    Fort Washington, PA
  • 04/2017 → 01/2020
    Azie Media
    Media, PA
  • 08/2017 → 05/2021
    Pennsylvania State University
    Media, PA
  • 09/2013 → 06/2017
    Cardinal O'HAra High School
    Springfield, PA
  • 05/2018 → 07/2018
    Dairy Cottage
    Springfield, PA
  • 04/2023 → Present
    Fort Washington, PA
  • 02/2022 → 03/2023
    Northwestern Mutual
    King Of Prussia, PA
  • 06/2023 → Present
    Fort Washington, PA
  • 06/2023 → Present
    Fort Washington, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-09
S63 Uniform Securities Agent State Law Examination 2021-09-03
  • S66 Uniform Combined State Law Examination
    2023-06-09
  • S63 Uniform Securities Agent State Law Examination
    2021-09-03
Other Names
  • Emily Mcguire

View on SEC IAPD

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