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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-02-03 |
Branch Locations
Lincoln Investment Planning, Inc. Suite 5 90 S Newtown Street Rd, Newtown Square, PA 19073 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-06-16 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
90 S. Newtown Street Rd. Suite 5, Newtown Square, PA 19073 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Newtown Square | PA | 09/1994 | Present |
MIDLAND LIFE POSITION: agent NATURE: life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2018 ADDRESS: 1 Sammons Plaza, Sioux Falls SD 57193, United States DESCRIPTION: I wrote several insurance policies with Midland before realizing that it wasn't going through Lincoln and that they were paying me directly instead. I stopped writing policies there once I realized that it wasn't able to go through the Lincoln grid.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-19 |
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