Jerald Clarence Wozniak

Capital Analysts

Lincoln Investment

Fort Washington, PA

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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	2014-08-05

PA RA
APPROVED

Since 2014-08-05

Branch Locations

1000 Brooktree Rd. Ste. 100, Wexford, PA 15090 • 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	2011-04-05

PA RA
APPROVED

Since 2011-04-05

Branch Locations

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

1000 Brooktree Rd Suite 100, Wexford, PA 15090 • 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

Organization	City	State	From	To
Fox Chapel Area Schools	Pittsburgh	PA	08/1974	Present
Milico (Al Williams Co)	Atlanta	GA	05/1983	Present
Fans	Duluth	GA	01/1984	Present
Lincoln Investment Planning, Inc.	Pittsburgh	PA	02/1986	Present

08/1974 → Present

Fox Chapel Area Schools

Pittsburgh, PA
05/1983 → Present

Milico (Al Williams Co)

Atlanta, GA
01/1984 → Present

Fans

Duluth, GA
02/1986 → Present

Lincoln Investment Planning, Inc.

Pittsburgh, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-22
S63	Uniform Securities Agent State Law Examination	1983-12-01

S65 Uniform Investment Adviser Law Examination

1999-12-22
S63 Uniform Securities Agent State Law Examination

1983-12-01

View on SEC IAPD

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