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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2010-05-11 |
Branch Locations
Suite 2A 107 South Ave West, Cranford, NJ 07016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | East Brunswick | NJ | 05/2010 | Present |
ROTARY OF ROSELLE/ROSELLE PARK POSITION: Treasurer for the club. Check-signing authority. NATURE: Civic Org INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2013 ADDRESS: PO Box 6, Roselle Park NJ 07090, United States DESCRIPTION: Tracking, recording and report club revenues and expenditures to the members. Collection and banking of dues; writing checks for club operations and charitable giving. WYCHWOOD GARDENS CO-OP POSITION: Serve as elected member of the board NATURE: Housing Co-Op INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2006 ADDRESS: 354 North Ave E, Cranford NJ 07016, United States DESCRIPTION: Board members set annual co-op fees, approve expenditures, review engineering studies and bids from contractors, set spending priorities. WLXT POSITION: inventory data entry NATURE: retail jewelry INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2021 ADDRESS: 123 NO Union Ave, Cranford NJ 07016, United States DESCRIPTION: key-punching sales data into a tracking software
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-12 |
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