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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-18 |
Branch Locations
20719 Sterlington Dr. Ste. 102, Land O Lakes, FL 34638 • United States
Lutz, FL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Land O'LAkes | FL | 07/2012 | 08/2025 |
| Independent Financial Partners | Tampa | FL | 08/2012 | 03/2019 |
| Iht Wealth Management Llc | Lutz | FL | 03/2019 | 08/2025 |
| Lincoln Investment | Fort Washington | PA | 08/2025 | Present |
Fawn M Laeng, Inc S Corp Position: Owner Nature: Tax/Accounting purposes Investment Related: No # of Hours: 3 Securities Trading Hours: 1 Start Date: 7/1/2012 Address: 3316 Chase Jackson Br Lutz, FL 33559 Description: Flow through entity for tax/accounting purposes Bay Area Wealth Management, Inc. Position: Owner Nature: Insurance, Financial Services, Marketing Investment Related: Yes # of Hours: 150 Start: 01/01/2025 Securities Trading Hours: 130 Address: 3316 Chase Jackson Br. Lutz, FL 33559 Description: Insurance sales and service. DBA for Lincoln business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 2007-08-26 |
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