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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-26 |
Branch Locations
Horseheads, NY • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Flourtown | PA | 06/2016 | 09/2022 |
| Wells Fargo Advisors, Llc | Flourtown | PA | 06/2016 | 11/2016 |
| A.R.M Innovative Technologies Inc. | Philadelphia | PA | 05/2016 | Present |
| Wells Fargo Clearing Services, Llc | Flourtown | PA | 11/2016 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jenkintown | PA | 10/2022 | 02/2024 |
| Bank Of America, N.A. | Jenkintown | PA | 12/2022 | 02/2024 |
| Lincoln Investment | Fort Washington | PA | 02/2024 | Present |
Lyft Position: Driver Nature: Transportation Investment Related: No # of Hours: 30 Securities Trading Hours: 0 Start Date: 8/12/2025 Address: 139 Townshipline Rd Jenkintown, PA 19046 Description: Provide transportation to passengers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-23 |
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