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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-10 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1425 Jefferson Road, Rochester, NY 14623 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-10 |
Branch Locations
1425 Jefferson Road, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Rochester | NY | 10/2020 | 12/2021 |
| Mass Mutual Life Insurance Company | Rochester | NY | 10/2020 | 12/2021 |
| Army National Guard | Rochester | NY | 10/2015 | 09/2021 |
| Relin, Goldstein And Crane Llp | Rochester | NY | 09/2018 | 09/2019 |
| La Fitness | Henrietta | NY | 09/2019 | 09/2020 |
| Lincoln Investment | Fort Washington | PA | 12/2021 | Present |
| Capital Analysts | Fort Washington | PA | 12/2021 | Present |
MASSMUTUAL POSITION: non-registered broker/agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/10/2022 ADDRESS: 400 Meridian Centre Blvd, Suite 101, Rochester NY 14618, United States DESCRIPTION: Have the ability to sell MassMutual insurance products when applicable
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-10 |
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