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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-08-15
  • OH RA
    APPROVED
    Since 2017-08-15

Branch Locations

Crystal Lake, IL • United States

95 W. Mckinley Way, Poland, OH 44514 • 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
Beltone Hearing Care Center Youngstown OH 01/2003 Present
Self Youngstown OH 01/2003 Present
Ameriprise Financial Services, Inc. Canfield OH 02/2013 08/2017
Lincoln Investment Llc Fort Washington PA 08/2017 Present
Legend Advisory Llc Palm Beach Gardens FL 08/2017 09/2019
  • 01/2003 → Present
    Beltone Hearing Care Center
    Youngstown, OH
  • 01/2003 → Present
    Self
    Youngstown, OH
  • 02/2013 → 08/2017
    Ameriprise Financial Services, Inc.
    Canfield, OH
  • 08/2017 → Present
    Lincoln Investment Llc
    Fort Washington, PA
  • 08/2017 → 09/2019
    Legend Advisory Llc
    Palm Beach Gardens, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-09-28
  • S63 Uniform Securities Agent State Law Examination
    2017-09-28

View on SEC IAPD

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