Thomas Jerome Wolf

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-07-21

NY RA
APPROVED

Since 2021-07-21

Branch Locations

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

Central Islip, NY • United States

Sarasota, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Connecticut Mutual Life Ins. Co.	Hartford	CT	01/1974	Present
Ebp Of Long Island Inc.	Bay Shore	NY	01/1984	Present
Great American Advisors, Inc.	Cincinnati	OH	02/2005	Present
Lincoln Investment	Ronkonkoma	NY	08/2010	Present

01/1974 → Present

Connecticut Mutual Life Ins. Co.

Hartford, CT
01/1984 → Present

Ebp Of Long Island Inc.

Bay Shore, NY
02/2005 → Present

Great American Advisors, Inc.

Cincinnati, OH
08/2010 → Present

Lincoln Investment

Ronkonkoma, NY

Other Businesses

THOMAS J. WOLF POSITION: Sole Proprietor NATURE: Fixed Annuities & life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2012 ADDRESS: 164 Maya Circle Central, Islip NY 11722, United States DESCRIPTION: Sale,and service of fixed, Annuities& life Insurance

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-02-23

S63 Uniform Securities Agent State Law Examination

1996-02-23

Other Names

Thomas J Wolf

View on SEC IAPD