Jesus Lopez

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-17

FL RA
APPROVED

Since 2026-06-17

Branch Locations

16241 N. Florida Ave, Lutz, FL 33549 • United States

6415 Lake Worth Rd. Ste. 106, Greenacres, FL 33463 • 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	11/2024	Present
St Luke Catholic School	Palm Springs	FL	08/2020	06/2024
Fellowship Of Catholic University Students	Colorado Springs	CO	05/2017	08/2020
Florida Atlantic University	Boca Raton	FL	08/2013	05/2017
National Life Group	Montpelier	VT	08/2024	Present
Lincoln Investment	Fort Washington	PA	06/2026	Present

11/2024 → Present

Lincoln Investment

Fort Washington, PA
08/2020 → 06/2024

St Luke Catholic School

Palm Springs, FL
05/2017 → 08/2020

Fellowship Of Catholic University Students

Colorado Springs, CO
08/2013 → 05/2017

Florida Atlantic University

Boca Raton, FL
08/2024 → Present

National Life Group

Montpelier, VT
06/2026 → Present

Lincoln Investment

Fort Washington, PA

Other Businesses

National Life Group Position: Insurance Agent Nature: Life and Fixed Annuity Investment Related: Yes Hours: 3 Securities Trading Hours: 3 Start Date: 8/15/2024 Address: 1 National Life Drive Montpelier, VT 05604 Description: I help clients open life insurance policies and fixed annuities.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-15

S66 Uniform Combined State Law Examination

2026-06-15

View on SEC IAPD

Current Employers

Lincoln Investment

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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