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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 | 2026-05-04 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 04/2013 | 07/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2020 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2020 | 12/2022 |
| University Of Connecticut School Of Law | Hartford | CT | 09/2017 | 05/2020 |
| Citizens Securities, Inc. | Fort Washington | PA | 12/2022 | 08/2023 |
| Lpl Financial Llc | Fort Washington | PA | 08/2023 | 05/2026 |
| Lincoln Investment | Fort Washington | PA | 05/2026 | Present |
Multi-Cycle Capital LLC Position: Owner, Managing Member, Member, Agent Nature: Financial Services, Marketing, Insurance Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 5/1/2026 Address: 910 W Mill Creek Way Pottstown, PA 19465 Description: Help clients with financial services through Lincoln, Sales and service of insurance, DBA for Lincoln business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
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