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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-16 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 03/2025 | Present |
| Northrop Grumman | Baltimore | MD | 09/2008 | 07/2021 |
| Advent Design Corp | Bristol | PA | 07/2021 | Present |
1714 Byrd LLC Position: Owner, Managing Member, Member Nature: Real Estate - Rental Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 5/1/2025 Address: 1413 Huntingdon Road Abington, PA 19001 Description: Property Management/Landlord 2479 Gladiolas Court The Villages Florida Position: Owner Nature: Rental Property Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 1/5/2026 Address: 2479 Gladiolas Court The Villages, Florida 32162 Description: Landlord and property manager Advent Design Corp Position: Employee - Mechanical engineer and Project manager Nature: Robotics/Automation Investment Related: No Hours: 160 Securities Trading Hours: 130 Start Date: 7/26/2021 Address: 925 Canal Street Bristol, PA 19007 Description: Mechanical engineer and Project manager duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
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