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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-09 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Ocala, FL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-02 |
Branch Locations
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of America Life Insurance Company | Boca Raton | FL | 05/2014 | 11/2016 |
| Mutual Of America Securities Llc | Boca Raton | FL | 05/2014 | 11/2016 |
| The Gabor Agency | Gainesville | FL | 03/2017 | Present |
| Lincoln Investment | Fort Washington | PA | 03/2017 | Present |
| None | Gainesville | FL | 12/2016 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2018-04-02 |
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