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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-14 |
Branch Locations
77 Sugar Creek Center Blvd Suite 590, Sugarland, TX 77478 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-11-17 |
Branch Locations
77 Sugar Creek Center Blvd. Suite 390, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Sugar Landt | TX | 07/2006 | Present |
Rental Position: Owner Nature: Rental Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 8/1/2025 Address: Huddleston Drive Cypress, Texas 77429 Description: I own the property. I was my primary residence and now it is leased using a Property Management Co.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-15 |
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