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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-30
PA RA APPROVED 2014-07-22
  • TX RA
    APPROVED
    Since 2021-06-30
  • PA RA
    APPROVED
    Since 2014-07-22

Branch Locations

100 West Main Street Century Plaza Suite 412, Lansdale, PA 19446 • United States

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-06-30
TX RA APPROVED 2021-06-30
  • PA RA
    APPROVED
    Since 2021-06-30
  • TX RA
    APPROVED
    Since 2021-06-30

Branch Locations

100 W. Main St. Ste. 412, Lansdale, PA 19446 • 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
Lincoln Investment Planning, Inc. Wyncote PA 06/2009 Present
  • 06/2009 → Present
    Lincoln Investment Planning, Inc.
    Wyncote, PA
Other Businesses

MC CAPITAL MANAGEMENT, LLC POSITION: Partner, Co-Founder NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 07/01/2021 ADDRESS: 604 Harvest Drive, Telford PA 18969, United States DESCRIPTION: DBA for Lincoln Investment business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-21
  • S66 Uniform Combined State Law Examination
    2014-07-21
Designations

View on SEC IAPD

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