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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-09-23 |
Branch Locations
4390 William Flynn Highway Rt. 8, Allison Park, PA 15101 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-07-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
4390 William Flinn Highway Rt. 8, Allison Park, PA 15101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Pittsburgh | PA | 12/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-04 |
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