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Michael Schneider

Lincoln Investment

Fort Washington, PA

Horsham, PA

Capital Analysts

Jenkintown, PA

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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-03-09
  • PA RA
    APPROVED
    Since 2018-03-09

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

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-03-08
  • PA RA
    APPROVED
    Since 2018-03-08

Branch Locations

101 West Avenue Suite 200, Jenkintown, PA 19046 • 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
Temple University Philadelphia PA 09/2013 06/2017
Lincoln Investment Jenkintown PA 12/2016 Present
Lincoln Investment Fort Washington PA 05/2016 12/2016
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-10-26
S65 Uniform Investment Adviser Law Examination 2017-08-23
  • S63 Uniform Securities Agent State Law Examination
    2017-10-26
  • S65 Uniform Investment Adviser Law Examination
    2017-08-23

View on SEC IAPD

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