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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 |
|---|---|---|---|
| CA | RA | APPROVED | 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
233 South Glendora Avenue, Glendora, CA 91741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-11 |
Branch Locations
233 South Glendora Avenue, Glendora, CA 91741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-18 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-06 |
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