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James Jw Guy

Lincoln Investment

Crystal Lake, IL

Verona, WI

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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-08-31
  • WI RA
    APPROVED
    Since 2016-08-31

Branch Locations

Crystal Lake, IL • United States

Verona, WI • 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
OrganizationCityStateFromTo
Verona Area School District Verona WI 08/1992 06/2022
Lincoln Investment Planning, Inc. Hoffman Estates IL 10/2008 Present
  • 08/1992 → 06/2022
    Verona Area School District
    Verona, WI
  • 10/2008 → Present
    Lincoln Investment Planning, Inc.
    Hoffman Estates, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-20
S63 Uniform Securities Agent State Law Examination 2008-11-08
  • S65 Uniform Investment Adviser Law Examination
    2008-11-20
  • S63 Uniform Securities Agent State Law Examination
    2008-11-08
Other Names
  • Jim Guy
  • James J Guy

View on SEC IAPD

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