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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| FL | RA | APPROVED | 2025-06-03 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
2660 Stonewood Park Loop, Land O Lakes, FL 34638 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Investors, Inc. | Springfield | IL | 05/2014 | 08/2024 |
| Horace Mann Insurance | Springfield | IL | 09/2014 | 08/2024 |
| Lincoln Investment | Fort Washington | PA | 06/2025 | Present |
| Unemployed | Tampa | FL | 08/2024 | 06/2025 |
Suncoast Insurance LLC POSITION: Owner/President/Managing Member NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2012 ADDRESS: 4004 W. San Rafael St., Tampa, FL 33629 DESCRIPTION: P & C insurance sales and service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-18 |
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