Terri Lynn Trotta

Current Employers

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-03-25

NY RA
APPROVED

Since 2021-03-25

Branch Locations

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

100 Cross Keys Office Park Suite 100, Fairport, NY 14450 • 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

Organization	City	State	From	To
Lincoln Investment	Webster	NY	04/2013	Present

04/2013 → Present

Lincoln Investment

Webster, NY

Other Businesses

TERRI TROTTA POSITION: Self-employed NATURE: CPA INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2009 ADDRESS: 14 Whitebrook Rise, Fairport NY 14450, United States DESCRIPTION: Tax Preparation

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-03-30

S63 Uniform Securities Agent State Law Examination

2009-03-30

Other Names

Terri Lynn Troha
Terri Lynn Treis

View on SEC IAPD