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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-30 |
Branch Locations
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-05-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Lincoln Investment | Jenkintown | PA | 05/2013 | Present |
| Capital Analysts, Llc | Horsham | PA | 08/2023 | Present |
GO HAM! POSITION: Bass player primarily, handle backing vocals, harmonica, guitar, and other instruments in this performance ensemble. NATURE: Music Performance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: 215 Christopher Place, Chalfont PA 18914 DESCRIPTION: I am responsible for setting up and breaking down equipment, as well as performing. GOLDEN SLIPPER CLUB & CHARITIES POSITION: Vice President, I sit on the board , chair the alumni committee. NATURE: Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 215 Presidential Blvd #1, Bala Cynwyd PA 19004, United States DESCRIPTION: I pay a yearly membership fee to be a member as well as take part in different fund raising activities to help our charity group help others. As the new Vice President, I also have a more hands on role in the decision making of how to run the camp behind the scenes. UPPER MORELAND SCHOOL DISTRICT WRESTLING COACH POSITION: Wrestling Coach NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2016 ADDRESS: 2900 Terwood Rd, Willow Grove PA 19090, United States DESCRIPTION: Coaching practices and matches for the middle school wrestling team. N2H WEALTH PARTNERS POSITION: 20% owner NATURE: Partnership of 3 Lincoln FPs INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2020 ADDRESS: 5 Walnut Grove Dr Ste 240, Horsham PA 19044, United States DESCRIPTION: Same duties associated with being a Financial Professional with Lincoln Investment however part of a Partnership with 2 other Lincoln Investment Financial Professionals. All compensation is paid to us from commissions from Lincoln Investment. WILLIAMSON-CORINTHIAN LODGE OF FREEMASONS #368 POSITION: Member of the Masonic Fraternity and Chairman of the Trustees NATURE: Charity Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2006 ADDRESS: 1 North Broad Street, Philadelphia PA 19107, United States DESCRIPTION: I help out with different fund raising activities to benefit those less fortunate. As a trustee, I am involved in helping the lodge make financial decisions with regards to its accounts and spending.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-30 |
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