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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-07-24 |
Branch Locations
1325 Springfield Street Suite 15A, Feeding Hills, MA 01030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning | Wyncote | PA | 04/2013 | Present |
SAINT JOHN THE EVANGELIST POSITION: I am a member of the Finance Counsel. NATURE: Catholic Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2021 ADDRESS: 833 Main Street, Agawam MA 01001, United States DESCRIPTION: We review the Church monthly balance sheet, looking at where our church's expenses vs charitable giving line up.Look for ways to cut expenses.Approve expense outside of normal operation costs.Encourage parish giving. Communicate how we as a parish are doing in all aspects. MISSION DRIVEN CATHOLIC POSITION: Board Member NATURE: Non Profit- Empowering Catholic Educators INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 98 Hilda Circle, Bloomingdale OH 43910, United States DESCRIPTION: Advance the Mission of the Organization, Preside at board meetings, Review Audits & Financials
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-24 |
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