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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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-19
  • CA RA
    APPROVED
    Since 2025-03-19

Branch Locations

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

233 S. Glendora Ave., Glendora, CA 91741 • United States

K2 Financial Inc.

233 South Glendora Avenue, Glendora, CA 91741 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-11
  • CA RA
    APPROVED
    Since 2023-04-11

Branch Locations

233 South Glendora Avenue, Glendora, CA 91741 • 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
Lincoln Investment Fort Washington PA 07/2022 04/2023
Atif Inc. Irvine CA 10/2020 07/2022
Premiere Packaging Fontana CA 03/2022 07/2022
Tds Heat Solutions Murrieta CA 11/2018 03/2020
Inland Pacific Heating And Air Upland CA 05/2018 10/2018
Americas Tire Montclair CA 05/2017 05/2018
Unemployed Rancho Cucamonga CA 03/2020 09/2020
Unemployed Upland CA 05/2010 05/2017
K2 Financial Inc. Glendora CA 07/2022 Present
Lincoln Investment Fort Washington PA 02/2024 Present
Lincoln Investment Fort Washington PA 03/2025 Present
  • 07/2022 → 04/2023
    Fort Washington, PA
  • 10/2020 → 07/2022
    Atif Inc.
    Irvine, CA
  • 03/2022 → 07/2022
    Premiere Packaging
    Fontana, CA
  • 11/2018 → 03/2020
    Tds Heat Solutions
    Murrieta, CA
  • 05/2018 → 10/2018
    Inland Pacific Heating And Air
    Upland, CA
  • 05/2017 → 05/2018
    Americas Tire
    Montclair, CA
  • 03/2020 → 09/2020
    Unemployed
    Rancho Cucamonga, CA
  • 05/2010 → 05/2017
    Unemployed
    Upland, CA
  • 07/2022 → Present
    Glendora, CA
  • 02/2024 → Present
    Fort Washington, PA
  • 03/2025 → Present
    Fort Washington, PA
Other Businesses

K2 FINANCIAL PARTNERS POSITION: Jr. Financial Advisor, Client Service Associate NATURE: IRIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 3 START DATE: 07/11/2022 ADDRESS: 233 S. Glendora Avenue, Glendora CA 91741-3419, United States DESCRIPTION: Assisting advisors and clients. Admin work. JMK Ride Position: Editing/Creating Video Content Nature: Skating Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 11/24/2025 Address: 4821 Cass St , San Diego, CA 92109 Description: Content creation and video editing for social media platforms for the company, promoting the brand.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-18
S65 Uniform Investment Adviser Law Examination 2021-08-06
  • S63 Uniform Securities Agent State Law Examination
    2025-03-18
  • S65 Uniform Investment Adviser Law Examination
    2021-08-06

View on SEC IAPD

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