Lincoln Daniel Fleming

Current Employers

Employment History

• 08/2015 → 11/2019
  Canopy Tax
  Lehi, UT
• 11/2019 → 01/2021
  Squire & Company, Pc
  Salt Lake City, UT
• 11/2019 → 01/2021
  Squire Wealth Advisors
  Orem, UT
• 01/2021 → Present
  Blackrock
  Highland, UT
• 08/2025 → Present
  Blackrock, Investments, Llc
  Highland, UT

Previous Registrations

• 2020-02-13 → 2021-01-16
  Squire Wealth Advisors
  Orem, UT

Other Businesses

(1) N/A - Own residential rental properties in my name (no business entity); I own 3 rental properties in Utah near my home. These are owned in my name (not in a business entity) and my time commitment is very small--only about 2-3 hours or so a month. They are long-term rentals so tenant turnover is very infrequent. I also have processes in place that minimize the time I spend on them. As such, I was not previously required to disclose this. However, I recently passed various licensing exams and became a registered representative (just in the last couple of days), which requires disclosure of all rental properties irrespective of time commitment. So that is why I am disclosing now.; Other; 3 hrs/month; Start Date:11-24-2025 (2) American Institute of Certified Public Accountants; Serve on the AICPA Personal Financial Planning Executive Committee. BLK gave me permission to serve on this committee for the prior year, which I've done. This would simply be extending my service on the same committee for an additional 2 years. ; Committee / Sub committee Member; 4 hrs/month; Start Date:05-14-2025 (3) Personal Financial Planning (PFP) Executive Committee of the Association of International Certified Professional Accountants (AICPA); The PFP executive committee supports the AICPA by providing its members with information advocacy and leadership to enable them to perform valuable personal financial planning services in the highest professional manner.; Committee / Sub-committee Member; 4 hrs/month; Start Date:05-01-2024 (4) AICPA Benevolent Fund; The AICPA Benevolent Fund was created in 1933 to provide short-term assistance to AICPA members struggling with daily living expenses. I will be a volunteer committee member of this charitable fund.; Committee / Sub committee Member; 1 hrs/month; Start Date:05-01-2026

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-30

Designations

Other Names

• Lincoln Fleming