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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-07-18
  • NJ RA
    APPROVED
    Since 2023-07-18

Branch Locations

45 Mountain Blvd, Warren, NJ 07059 • 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
Lincoln Investment Fort Washington PA 05/2023 Present
Adelphia Wine Market Bernardsville NJ 07/2020 08/2021
Mennen Sports Arena Morristown NJ 11/2016 08/2019
Florida State University Tallahassee FL 08/2019 05/2023
Unemployed Bernardsville NJ 05/2013 11/2016
S.A.F.E. Benefits Consulting Group Warren NJ 05/2022 08/2022
  • 05/2023 → Present
    Fort Washington, PA
  • 07/2020 → 08/2021
    Adelphia Wine Market
    Bernardsville, NJ
  • 11/2016 → 08/2019
    Mennen Sports Arena
    Morristown, NJ
  • 08/2019 → 05/2023
    Florida State University
    Tallahassee, FL
  • 05/2013 → 11/2016
    Unemployed
    Bernardsville, NJ
  • 05/2022 → 08/2022
    S.A.F.E. Benefits Consulting Group
    Warren, NJ
Other Businesses

STATE & FEDERAL EMPLOYEE (SAFE) BENEFITS CONSULTING GROUP POSITION: Associate NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 7 START DATE: 06/01/2023 ADDRESS: 45 Mountain blvd., Warren NJ 07059, United States DESCRIPTION: Assist my advisor with administrative steps and sales preps.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-14
  • S66 Uniform Combined State Law Examination
    2023-07-14

View on SEC IAPD

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