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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-11-26 |
Branch Locations
1867 Independence Square, Dunwoody, GA 30338 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-04-02 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1720 Old Spring House Lane Suite 310, Dunwoody, GA 30338 • United States
1 disclosure category 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. | Atlanta | GA | 05/1997 | Present |
RENTAL HOUSE POSITION: part owner with my cousin NATURE: rental house INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2013 ADDRESS: 8201 west ave, wauwatosaa WI 53201 DESCRIPTION: talk to my cousin once a month to see how it is going RENTAL HOUSE POSITION: owner NATURE: rental house INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2015 ADDRESS: 4122 lake shore drive, markesan WI 53946 DESCRIPTION: call landlord to fix things and check in MELAN FINANCIAL POSITION: agent NATURE: fixed annuities and life ins. sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 08/21/1994 ADDRESS: 1867 ind.sq suite 200, dunwoody GA 30338 DESCRIPTION: if a client requested or had a need for life ins. or a fixed annuity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-13 |
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