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Lincoln Douglas Investments, LLC CRD 155578
$131M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1051 Newark Rd, Mount Vernon, OH 43050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Douglas Investments, Llc | Mount Vernon | OH | 09/2011 | Present |
DBA- Burson Wealth Management LLC- Named used for marketing purposes and payment of expenses and Tax Preperation, 10 hours/mo, 1-2 hrs during trading hours and assist with tax return preparation and review. AM Spirit Chapter non paid treasurer to collect dues and pay bills 6 hours/mo 1-2 during trading hours professional networking group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-23 |
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