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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-23 |
| PA | RA | APPROVED | 2023-08-22 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-23 |
| PA | RA | APPROVED | 2023-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 03/2023 | Present |
| Yards Brewing Company | Philadelphia | PA | 11/2017 | Present |
| Schulson Collective (Independence Beer Garden) | Philadelphia | PA | 04/2015 | 11/2017 |
| Lincoln Investment | Fort Washington | PA | 08/2023 | Present |
| Capital Analysts | Fort Washington | PA | 08/2023 | Present |
MICHAEL ENOS POSITION: Financial Planning Assistance NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 7 START DATE: 08/14/2023 ADDRESS: 500 Newton Ave, Oaklyn NJ 08107, United States DESCRIPTION: Investment assistance.Budget assistance.Debt management assistance.Retirement planning assistance.Financial planning assistance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-04 |
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