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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 | 2020-05-11 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Miami, FL • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-07 |
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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Miami | FL | 02/2015 | 01/2019 |
| Thrivent Financial | Appleton | WI | 06/2015 | 01/2019 |
| Inspire Advisors, Llc | Hollister | CA | 02/2019 | 08/2019 |
| Thrivent Investment Management Inc. | Miami | FL | 04/2015 | 01/2019 |
| Claudia Gallego | Miami | FL | 11/2014 | Present |
| Lincoln Investment | Fort Washington | PA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-30 |
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