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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

2668 State Route 7 Suite 31, Cobleskill, NY 12043-9802 • United States

Ithaca, NY • 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
New York Life Ins Co Ny NY 07/1977 Present
Lincoln Investment Planning, Inc. Cobleskil NY 02/1983 Present
  • 07/1977 → Present
    New York Life Ins Co
    Ny, NY
  • 02/1983 → Present
    Lincoln Investment Planning, Inc.
    Cobleskil, NY
Other Businesses

VIP INTERNET STABLE, LLC POSITION: I OWN A SMALL PORTION OF 3 RACE HORSES. THE OWNERSHIP RANGES FROM 1% TO 5%. NATURE: HORSE RACING PARTNERSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 04/01/2011 ADDRESS: P. O. BOX 396, PISCATAWAY NJ 08855 DESCRIPTION: I AM AN OWNER ONLY. I DO NOT TRAIN OR DRIVE THE HORSES. GEOFF WRIGHT POSITION: agent NATURE: insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/11/1977 ADDRESS: 7 Horvath Drive, Ithaca NY 14850, United States DESCRIPTION: sales and service of employee benefits

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-08-10
  • S63 Uniform Securities Agent State Law Examination
    1984-08-10

View on SEC IAPD

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