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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-17 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
St. Charles, IL • United States
5550 Touhy Ave. Ste. 202, Skokie, IL 60076 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-17 |
Branch Locations
500 Waters Edge Suite 150, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 05/2023 | Present |
| Maine Township District 207 | Park Ridge | IL | 08/1993 | Present |
M.E.O.T.O., INC. POSITION: Financial Professional NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 06/03/2024 ADDRESS: 500 Waters Edge, Suite 150, Lombard IL 60148, United States DESCRIPTION: Client service BOOMERANG PROJECT POSITION: Small groups coach NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 02/03/2025 ADDRESS: 230 Fern Street, Santa Cruz CA 95060, United States DESCRIPTION: Teach educators how to facilitate a mentoring program for high school students.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
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