Patrick Joseph Bergin

Current Employers

Employment History

• 01/1990 → Present
  Biehl & Bergin Agency, Inc.
  Florham Park, NJ
• 02/1990 → Present
  Lincoln Investment Planning, Inc.
  Cranford, NJ

Other Businesses

MOPAT LLC POSITION: Sole Owner NATURE: Real Estate Holdings INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2012 ADDRESS: 31 South Avenue West, Cranford NJ 07016, United States DESCRIPTION: Building maintenance and manage LIP branch office owned by non affiliated LLC BERGIN AGENCY LLC POSITION: Sole owner NATURE: Financial Services - Independent LIP office INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 7 START DATE: 01/15/2007 ADDRESS: 31 South Avenue West, Cranford NJ 07016, United States DESCRIPTION: Running business practice, payroll, benefits etc. JEA FINANCIAL SERVICES POSITION: Referrer NATURE: Health insurance / Medicare INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2011 ADDRESS: 31 South Avenue West, Cranford NJ 07016, United States DESCRIPTION: I make health care referrals and receive a finders fee (To an insurance specialist) BERGIN AGENCY LLC POSITION: Owner/Agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 3 START DATE: 11/10/2023 ADDRESS: 31 South Avenue West, Cranford NJ 07016, United States DESCRIPTION: Solicite insurance business not required to be placed with LIP

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-08
• S63 Uniform Securities Agent State Law Examination
  1995-07-26

Designations