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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 | 2014-03-10 |
Branch Locations
1000 Brooktree Rd. Suite 100, Wexford, PA 15090 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-06-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1000 Brooktree Rd Suite 100, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Pittsbrugh | PA | 11/2005 | Present |
ATI FINANCIAL POSITION: Partner NATURE: Tax and Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2019 ADDRESS: 1000 Brooktree Rd, Suite 100, Wexford PA 15090, United States DESCRIPTION: Review and some input of basic returns
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-16 |
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