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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-03 |
| MD | RA | APPROVED | 2024-03-04 |
Branch Locations
1 Research Court Suite 450, Rockville, MD 20850 • United States
Sebastian, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Gaithersburg | MD | 03/2004 | Present |
| Hendershot Financial Group | Gaithersburg | MD | 03/2004 | Present |
HENDERSHOT FINANCIAL GROUP POSITION: Director of Operations NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2004 ADDRESS: 1 Research Court, Suite 450, Rockville MD 20850, United States DESCRIPTION: Direct all types of operations and functions associated with running the branch, supervising staff and assisting clients. WALK THE WALK INC POSITION: Board Member, Secretary NATURE: Not for Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 36 Spartina Point Drive, Hilton Head SC 29926, United States DESCRIPTION: Walk the Walk Inc is a not-for-profit charitable organization which was organized for educational and charitable giving purposes. I will be on the board as Secretary. NOTARY - ELIZABETH A RILEY POSITION: Notary Public - Florida NATURE: Notary Services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/18/2024 ADDRESS: 326 Bayfront Terrace, Sebastian FL 32958, United States DESCRIPTION: Operate as a Notary Public and provide in person and/or Remote Online Notary services as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-22 |
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