Timothy F Minor

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
GA	RA	APPROVED	2019-04-30

GA RA
APPROVED

Since 2019-04-30

Branch Locations

Eatonton, GA • 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

Organization	City	State	From	To
Legend Equities Corporation	Palm Beach Gardens	FL	03/2009	01/2017
Legend Advisory Corporation	Palm Beach Gardens	FL	07/2011	09/2019
Lincoln Investment	Eatonton	GA	01/2017	Present

03/2009 → 01/2017

Legend Equities Corporation

Palm Beach Gardens, FL
07/2011 → 09/2019

Legend Advisory Corporation

Palm Beach Gardens, FL
01/2017 → Present

Lincoln Investment

Eatonton, GA

Previous Registrations

2014-11-07 → 2019-10-04

Legend Advisory, Llc

Eatonton, GA

Palm Beach Gardens, FL

Other Businesses

Lake Oconee Academy Position: Varsity Assistant Basketball Coach Nature: Coaching Investment Related: No Hours: 10 Securities Trading Hours: 10 Start Date: 10/20/2025 Address: 1021 Titan Cir Greensboro, GA 30642 Description: Coaching a girls varsity basketball team

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-11-06
S63	Uniform Securities Agent State Law Examination	1982-02-25

S65 Uniform Investment Adviser Law Examination

2014-11-06
S63 Uniform Securities Agent State Law Examination

1982-02-25

View on SEC IAPD