Kyle William Salvitti

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

Authority	Category	Status	Date
PA	RA	APPROVED	2022-07-21

PA RA
APPROVED

Since 2022-07-21

Branch Locations

Denver, CO • United States

6220 Lower York Rd Ste E, New Hope, PA 18938 • United States

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

Organization	City	State	From	To
Lincoln Investment	Fort Washington	PA	06/2018	02/2021
Jpmorgan Chase & Co	Newark	DE	06/2017	08/2017
Sparks Capital Management, Llc	Colorado Springs	CO	02/2021	07/2022
Kyle Salvitti Sole-Proprietor	Denver	CO	01/2021	03/2021
Penn State University	State College	PA	08/2014	05/2018
Benchmark Appraisal Group	Doylestown	PA	02/2021	Present
Encompass Wealth & Legacy Planning, Llc	New Hope	PA	04/2022	Present
Lincoln Investment	Fort Washington	PA	07/2022	Present

06/2018 → 02/2021

Lincoln Investment

Fort Washington, PA
06/2017 → 08/2017

Jpmorgan Chase & Co

Newark, DE
02/2021 → 07/2022

Sparks Capital Management, Llc

Colorado Springs, CO
01/2021 → 03/2021

Kyle Salvitti Sole-Proprietor

Denver, CO
08/2014 → 05/2018

Penn State University

State College, PA
02/2021 → Present

Benchmark Appraisal Group

Doylestown, PA
04/2022 → Present

Encompass Wealth & Legacy Planning, Llc

New Hope, PA
07/2022 → Present

Lincoln Investment

Fort Washington, PA

Previous Registrations

2021-02-12 → 2022-07-01

Sparks Capital Management

Denver, CO

Colorado Springs, CO
2018-09-17 → 2021-02-12

Lincoln Investment

Fort Washington, PA

Other Businesses

ENCOMPASS WEALTH & LEGACY PLANNING POSITION: Analyst NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2022 ADDRESS: 6220 Lower York Road, Ste. E, New Hope PA 18938, United States DESCRIPTION: Portfolio and investment analysis and recommendations.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-09-14

S66 Uniform Combined State Law Examination

2018-09-14

View on SEC IAPD