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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-05
  • NY RA
    APPROVED
    Since 2025-12-05

Branch Locations

61 John Muir Dr. Ste. 100, Amherst, NY 14228 • 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
Massmutual Amherst NY 06/2014 01/2017
Mml Investors Services Amherst NY 08/2014 01/2017
Allstate Insurance Co. Hauppauge NY 01/2017 06/2019
Charter School For Applied Technologies Tonawanda NY 11/2015 03/2018
Prudential Insurance Company Of America Amherst NY 06/2019 08/2022
Pruco Securities, Llc. Amherst NY 06/2019 08/2022
Keybank Niagara Falls NY 09/2022 10/2025
Key Investment Services Niagara Falls NY 11/2022 10/2025
Lincoln Investment Fort Washington PA 10/2025 Present
Lincoln Investment Fort Washington PA 12/2025 Present
  • 06/2014 → 01/2017
    Massmutual
    Amherst, NY
  • 08/2014 → 01/2017
    Mml Investors Services
    Amherst, NY
  • 01/2017 → 06/2019
    Allstate Insurance Co.
    Hauppauge, NY
  • 11/2015 → 03/2018
    Charter School For Applied Technologies
    Tonawanda, NY
  • 06/2019 → 08/2022
    Prudential Insurance Company Of America
    Amherst, NY
  • 06/2019 → 08/2022
    Amherst, NY
  • 09/2022 → 10/2025
    Keybank
    Niagara Falls, NY
  • 11/2022 → 10/2025
    Key Investment Services
    Niagara Falls, NY
  • 10/2025 → Present
    Fort Washington, PA
  • 12/2025 → Present
    Fort Washington, PA
Previous Registrations
Other Businesses

Ryder Position: Operations Coordinator Nature: Logistics Investment Related: No Hours: 80 Securities Trading Hours: 60 Start Date: 11/1/2025 Address: 4001 Buffalo Ave Niagara Falls, NY 14305 Description: Dispatching delivery routes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-04
S63 Uniform Securities Agent State Law Examination 2014-09-16
  • S65 Uniform Investment Adviser Law Examination
    2025-12-04
  • S63 Uniform Securities Agent State Law Examination
    2014-09-16
Other Names
  • Markus Miguel Williams
  • Markus Miguel Williams

View on SEC IAPD

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