Lincoln Thomas Wells

Employer firm

Tamalpais Asset Management CRD 301017

$263M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Dlt Systems Llc
  San Anselmo, CA
• 10/2021 → Present
  Mount Tamalpais Asset Management, Llc
  Larkspur, CA

Other Businesses

Name of outside business: DLT Systems LLC; Is the business investment related: Yes; Location of the business: 300 Prater Road #A208 Avon CO 81620 USA; Description of the business: POA/Prop trader of commodity futures options, equities and equity options.; Position Title: POA Trader; Start date with business: 2012-07-01; Hours per month devoted to business during trading hours: 80; Hours per month devoted to business outside trading hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-20
• S63 Uniform Securities Agent State Law Examination
  1997-01-31