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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-02
PA RA APPROVED 2011-04-04
  • TX RA
    APPROVED
    Since 2020-12-02
  • PA RA
    APPROVED
    Since 2011-04-04

Branch Locations

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

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-02
PA RA APPROVED 2015-01-13
  • TX RA
    APPROVED
    Since 2020-12-02
  • PA RA
    APPROVED
    Since 2015-01-13

Branch Locations

Ste 200 101 West Avenue, Jenkintown, PA 19046 • 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
OrganizationCityStateFromTo
Lincoln Investment Planning Inc. Jenkintown PA 08/1983 Present
Lincoln Investment Planning, Inc. Jenkintown PA 09/1983 Present
  • 08/1983 → Present
    Lincoln Investment Planning Inc.
    Jenkintown, PA
  • 09/1983 → Present
    Lincoln Investment Planning, Inc.
    Jenkintown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-06-17
S63 Uniform Securities Agent State Law Examination 1983-11-02
  • S65 Uniform Investment Adviser Law Examination
    1994-06-17
  • S63 Uniform Securities Agent State Law Examination
    1983-11-02
Designations

View on SEC IAPD

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