John Dennis Schu

Lincoln Investment

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Current Employers

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-04-05
NJ	RA	APPROVED	2002-07-30

PA RA
APPROVED

Since 2011-04-05
NJ RA
APPROVED

Since 2002-07-30

Branch Locations

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • 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
Lincoln Investment Planning, Inc.	Wyncote	PA	02/1982	Present

02/1982 → Present

Lincoln Investment Planning, Inc.

Wyncote, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-06
S63	Uniform Securities Agent State Law Examination	1982-04-06

S65 Uniform Investment Adviser Law Examination

1999-12-06
S63 Uniform Securities Agent State Law Examination

1982-04-06

Designations

View on SEC IAPD

Other Firms

JANNEY MONTGOMERY SCOTT LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIZENS SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

M FINANCIAL PLANNING SERVICES, INC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

Other Investors

ALLISON TAYLOR CASEY

Douglass F Ergood, Jr

John Thomas Franchi

TREVOR CHARLES WAMPLER

DOUGLASS F ERGOOD

Frank Charles Midili

Other Offices

JANNEY MONTGOMERY SCOTT LLC · MARLTON, NJ

WELLS FARGO CLEARING SERVICES, LLC · MARLTON, NJ

CITIZENS SECURITIES, INC. · MARLTON, NJ

MORGAN STANLEY · Marlton, NJ

CHARLES SCHWAB & CO., INC. · Marlton, NJ

M FINANCIAL PLANNING SERVICES, INC · MARLTON, NJ

LPL FINANCIAL LLC · MARLTON, NJ

OSAIC WEALTH, INC. · MARLTON, NJ

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