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Lincoln University, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-05-26 |
| PA | RA | APPROVED | 2026-04-24 |
Branch Locations
Lincoln University, PA • United States
Frederick, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2022 | 12/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2022 | 12/2024 |
| Messiah University | Mechanicsburg | PA | 01/2019 | 05/2022 |
| Unemployed | Belews Creek | NC | 06/2012 | 12/2018 |
| Lion Street Advisors | Austin | TX | 01/2025 | 11/2025 |
| Integrity Alliance, Llc. | Newark | DE | 11/2025 | 04/2026 |
| Candlelight Financial Solutions | Lincoln University | PA | 04/2026 | Present |
1. JT DORSEY FOUNDATION, 5901 Jonestown Rd, Harrisburg PA 17112, United States, 11/01/2024, Volunteer Board Member, Sport/Fitness/Gaming, NIR, 10/MO - 0/Trading 2. THE FOUNDATION FOR ENHANCING COMMUNITIES, 200 N. 3rd Street, 8th Floor, Harrisburg PA 17101, United States, 12/02/2024, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2HR/MO - 0HR/Trading 3.INCOME & ESTATE PLANNING PARTNERS POSITION: Client Manager NATURE: Comprehensive financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 150 START DATE: 01/06/2025 ADDRESS: 2700 Kirkwood Hwy, Newark DE 19711, United States DESCRIPTION: Assist with comprehensive financial planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-26 |
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