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David Wohlberg

Lincoln Investment

Royal Oak, MI

Fort Washington, PA

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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-08-08
  • MI RA
    APPROVED
    Since 2025-08-08

Branch Locations

990 North Main Street, Royal Oak, MI 48067 • United States

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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 05/2025 Present
City Wide Facility Solutions Troy MI 02/2024 Present
Dana Incorporated Auburn Hills MI 07/2023 01/2024
Concordia University Ann Arbor MI 09/2019 06/2023
University Of Michigan Ann Arbor MI 08/2018 08/2019
Rouen Dragons Rouen 07/2017 07/2018
Bayreuth Tigers Bayreuth 07/2016 07/2017
  • 05/2025 → Present
    Lincoln Investment
    Fort Washington, PA
  • 02/2024 → Present
    City Wide Facility Solutions
    Troy, MI
  • 07/2023 → 01/2024
    Dana Incorporated
    Auburn Hills, MI
  • 09/2019 → 06/2023
    Concordia University
    Ann Arbor, MI
  • 08/2018 → 08/2019
    University Of Michigan
    Ann Arbor, MI
  • 07/2017 → 07/2018
    Rouen Dragons
    Rouen
  • 07/2016 → 07/2017
    Bayreuth Tigers
    Bayreuth
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-07
  • S66 Uniform Combined State Law Examination
    2025-08-07

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES

Other Investors

Karl Maurits Heusinkveld
Jackie Lynn Boesman
Adam G Partridge
ANITA ANN Murray
CLAYTON DEREK NISSAN
Jasmine Lamia Ross
Brian D'Ziurman
DAWN MARIE CHALTRAW-LEVY

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAND, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Westland, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · WESTLAND, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Westland, MI
J.P. MORGAN SECURITIES LLC · WESTLAND, MI
J.P. MORGAN SECURITIES LLC · WAYNE, MI
J.P. MORGAN SECURITIES LLC · WESTLAND, MI
CITIZENS SECURITIES, INC. · CANTON, MI

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