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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-06-01 |
Branch Locations
117 Warwick Rd, Haddonfield, NJ 08033 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-04-07 |
Branch Locations
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
2 Bala Plaza Suite 300, Bala Cynwyd, PA 19004 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Jenkintown | PA | 09/1982 | Present |
SPRING SIDE CHESTNUT HILL ACADEMY POSITION: I serve on the 403b Investment committee and the audit committee. NATURE: I serve on the Board of Trustees INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/23/2022 ADDRESS: 500 W. Willow Grove Ave., Philadelphia PA 19118, United States DESCRIPTION: Same as question 4 and 5. JOHN MCKEE SCHOLARSHIP COMMITTEE POSITION: committee member NATURE: We reveiw scholarship applications of high school young men going to college. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2024 ADDRESS: P.O. Box 144, Merion Station PA 19066, United States DESCRIPTION: One day of the year we meet with scholarship finalists ask them questions about their interests and school activities and either award them the scholarship or not. Thomas Watkins Position: Agent Nature: Insurance Sales and Marketing Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 1/9/2026 Address: 5 Walnut Grove Ave. Suite 240 Horsham , PA 19044 Description: Sales and marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-01 |
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