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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-08-23
MD RA APPROVED 1991-03-28
  • SC RA
    APPROVED
    Since 2021-08-23
  • MD RA
    APPROVED
    Since 1991-03-28

Branch Locations

Canton, GA • United States

1 Research Court Suite 450, Rockville, MD 20850 • United States

Hilton Head, SC • United States

1309 Pennsylvania Ave., Hagerstown, MD 21742 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-08-23
MD RA APPROVED 2014-03-11
  • SC RA
    APPROVED
    Since 2021-08-23
  • MD RA
    APPROVED
    Since 2014-03-11

Branch Locations

Hinton Head, SC • 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
L.A. Hendershot & Asso. Olney MD 01/1975 Present
#Ia Lincoln Investment Planning, Inc. Rockville MD 07/1987 Present
Lincoln Investment Planning, Inc. Rockville MD 07/1987 Present
  • 01/1975 → Present
    L.A. Hendershot & Asso.
    Olney, MD
  • 07/1987 → Present
    #Ia Lincoln Investment Planning, Inc.
    Rockville, MD
  • 07/1987 → Present
    Lincoln Investment Planning, Inc.
    Rockville, MD
Other Businesses

WALK THE WALK POSITION: exec. director NATURE: not for profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 18502 Viburnum Way, Olney MD 20832, United States DESCRIPTION: Use not for profit to assist charity work during the course of the year HENDERSHOT FINANCIAL GROUP POSITION: Owner and President NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 7/27/1989 ADDRESS: 1 Research Court, Suite 450, Rockvieel MD 20850, United States DESCRIPTION: President duties. DBA for Lincoln business.  206 SOUTH ST. POSITION: 50% Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/02/2022 ADDRESS: 206 South Street, Bluffton SC 29910, United States DESCRIPTION: Collect rent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-25
S63 Uniform Securities Agent State Law Examination 1986-12-05
  • S65 Uniform Investment Adviser Law Examination
    1995-08-25
  • S63 Uniform Securities Agent State Law Examination
    1986-12-05
Other Names
  • Tom Hendershot

View on SEC IAPD

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