Donna Lee Wren

Current Employers

Capital Analysts

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2015-05-27

PA RA
APPROVED

Since 2015-05-27

Branch Locations

4390 William Flynn Highway Rt. 8, Allison Park, PA 15101 • United States

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-06-09

PA RA
APPROVED

Since 2011-06-09

Branch Locations

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

4390 William Flinn Highway Rt. 8, Allison Park, PA 15101 • 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

Organization	City	State	From	To
Lincoln Investment Planning, Inc.	Pittsburgh	PA	09/1986	Present

09/1986 → Present

Lincoln Investment Planning, Inc.

Pittsburgh, PA

Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: Rental Home INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2010 ADDRESS: 1331 Wall Avenue, Pitcairn PA 15044, United States DESCRIPTION: This is a rental property that is rented to a family member. Donna L. Wren, LLC Position: President, Managing Member, Member Nature: Tax/Accounting Purposes LLC Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 5/24/2005 Address: 1313 Player Way Pittsburgh, PA, Pennsylvania 15044 Description: Journaling Lincoln income for tax/accounting purposes.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-08-17

S63 Uniform Securities Agent State Law Examination

1987-08-17

Other Names

Donna Lee Franke

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