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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 | 2016-03-07 |
Branch Locations
35 Braintree Hill Office Park Suite 400, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Waltham | MA | 05/2004 | Present |
CONCEPT HOCKEY POSITION: Owner/Treasurer NATURE: Hockey programs for players in college INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 45 Warwick Dr, Westwood MA 02090, United States DESCRIPTION: I am an owner of a company that offers hockey programs and coaching to college and youth hockey players. I collect money and pay the business expenses along with performing on ice coaching of players.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-24 |
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