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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

2668 State Route 7 Suite 31, Cobleskill, NY 12043-9802 • United States

Massena, NY • 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 Planning Wyncote PA 06/2002 Present
United Helpers Ogdensburg NY 10/2011 12/2022
  • 06/2002 → Present
    Lincoln Investment Planning
    Wyncote, PA
  • 10/2011 → 12/2022
    United Helpers
    Ogdensburg, NY
Other Businesses

BOYCE FINANCIAL AND INSURANCE SERVICES POSITION: owner NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1994 ADDRESS: 10094 State Route 56, massena NY 13662, United States DESCRIPTION: offering medicare supps/non variable insurance/ supplemental insurance 268 E ORVIS STREET LLC POSITION: Owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 268 E Orvis St, Massena NY 13662, United States DESCRIPTION: landlord, renting out building space

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-07-07
  • S63 Uniform Securities Agent State Law Examination
    1992-07-07

View on SEC IAPD

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