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Zachary Stephen Dennis

Lincoln Douglas Investments, LLC

Mt. Vernon, OH

CRD 6224793

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Employer firm

Lincoln Douglas Investments, LLC CRD 155578

$131M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Lincoln Douglas Investments, Llc

1051 Newark Rd, Mount Vernon, OH 43050 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-03-24
  • OH RA
    APPROVED
    Since 2020-03-24

Branch Locations

1051 Newark Rd, Mt. Vernon, OH 43050 • 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
Lincoln Douglas Investments, Llc Mt Vernon OH 07/2013 Present
Lyft Philadelphia PA 07/2016 Present
Madison Collins Stevs Insurance Mt Vernon OH 01/2017 Present
  • 07/2013 → Present
    Mt Vernon, OH
  • 07/2016 → Present
    Lyft
    Philadelphia, PA
  • 01/2017 → Present
    Madison Collins Stevs Insurance
    Mt Vernon, OH
Other Businesses

Driver for Lyft, a ride sharing company. approx 40 hours per month, 0 hours during securities trading hours. Fixed Insurance, Property & Casualty - Madison Collins Stevens Insurance, Mt Vernon OH approx 40 hours per month, 20 hours during trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-05-29
  • S63 Uniform Securities Agent State Law Examination
    2015-05-29

View on SEC IAPD

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