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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2010-08-02
  • OH RA
    APPROVED
    Since 2010-08-02

Branch Locations

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

8917 Eagleridge Ct., West Chester, OH 45069 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aag Securities, Inc. Cincinnati OH 07/1995 Present
Lang Radcliff Agency Inc West Chester OH 07/1996 Present
Quixtar West Chester OH 02/1999 Present
Lincoln Investment Morrow OH 08/2010 Present
  • 07/1995 → Present
    Aag Securities, Inc.
    Cincinnati, OH
  • 07/1996 → Present
    Lang Radcliff Agency Inc
    West Chester, OH
  • 02/1999 → Present
    Quixtar
    West Chester, OH
  • 08/2010 → Present
    Morrow, OH
Previous Registrations
Other Businesses

GOT YOUR BACK DBA SECOND CALL DEFENSE POSITION: PARTNER NATURE: AN ADVOCACY FOR 2ND AMENDMENT RIGHTS INVESTMENT RELATED: NO NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 4 START DATE: 06/01/2012 ADDRESS: 8734 UNION CENTRE BLVD, WEST CHESTER OH 45069 DESCRIPTION: CONSULT/ASSIST WITH SALES STRATEGIES AND RECRUITING EFFORTS. GUARDIAN PROTECTOR POSITION: Investor. NATURE: Captive Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2020 ADDRESS: 3001 Philadelphia Pike, Claymont DE 19703, United States DESCRIPTION: I will purely be an investor. I will not sit on the board; I will not participate in the day to day activities and I will have no fiduciary responsibility. 8917 EAGLERIDGE LLC POSITION: Investor/Owner NATURE: Commercial Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 8917 Eagleridge, West Chester OH 45069, United States DESCRIPTION: Purely as an investor, we purchased the building that our office is located in. We have two other businesses that rent from us, none of them are Lincoln customers. STATE OF OHIO POSITION: State Senator NATURE: Legislative INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2021 ADDRESS: Ohio Senate Building, 1 Capital Square, Columbus OH 43215, United States DESCRIPTION: I have been elected to be the senator for Ohio's 4th district. This is an elected political office. THE LANG AGENCY INC. DBA PERFORMANCE BENEFIT SOLUTIONS POSITION: President, Agent NATURE: Financial Services and Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/17/2023 ADDRESS: 8917 Eagleridge Ct., West Chester OH 45069, United States DESCRIPTION: DBA for Lincoln business. Health insurance sales.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-09-19
  • S63 Uniform Securities Agent State Law Examination
    1994-09-19

View on SEC IAPD

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