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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 | 2017-09-07 |
Branch Locations
Lincoln Investment Lincoln Investment. Po. Box 658, New Hope, PA 18938-0658 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-08-16 |
Branch Locations
6220 Lower York Rd Ste E, New Hope, PA 18938 • 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 |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 05/2013 | 08/2017 |
| Lincoln Investment | Fort Washington | PA | 01/2016 | Present |
| Lincoln Investment | Fort Washington | PA | 08/2016 | Present |
ENCOMPASS WEALTH & LEGACY PLANNING LLC (DBA) POSITION: Financial Professional, CERTIFIED FINANCIAL PLANNER[TM] NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/21/2017 ADDRESS: 6220 Lower York Rd, Suite E, New Hope PA 18938, United States DESCRIPTION: I assist clients with retirement planning, investment planning, education planning, and other financial planning needs that come up throughout their lives (through Lincoln). DBA for Lincoln business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-15 |
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