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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-08 |
Branch Locations
50 Glenmaura National Blvd. Ste. 201, Moosic, PA 18507 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Scott Twp., PA • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-08 |
Branch Locations
50 Glenmaura National Blvd. Ste. 201, Moosic, PA 18507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2019 | Present |
| Arendt's Outdoor Services, Inc. | Nicholson | PA | 09/2008 | 10/2019 |
HERITAGE BAPTIST CHURCH POSITION: Member of the Finance Committee NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2013 ADDRESS: 415 Venard Rd, Clarks Summit, PA 18411, United States DESCRIPTION: Volunteer serving on the Finance Committee at Church. Help with putting together yearly budget and distributing giving statements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-15 |
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