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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-06-01
  • PA RA
    APPROVED
    Since 2015-06-01

Branch Locations

117 Warwick Rd, Haddonfield, NJ 08033 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-04-07
  • PA RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Planning, Inc. Jenkintown PA 09/1982 Present
  • 09/1982 → Present
    Lincoln Investment Planning, Inc.
    Jenkintown, PA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-03
S63 Uniform Securities Agent State Law Examination 1982-11-01
  • S65 Uniform Investment Adviser Law Examination
    1999-12-03
  • S63 Uniform Securities Agent State Law Examination
    1982-11-01
Other Names
  • Thomas Henry (Jr) Watkins

View on SEC IAPD

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