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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 | 2020-12-02 |
| PA | RA | APPROVED | 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
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-02 |
| PA | RA | APPROVED | 2015-01-13 |
Branch Locations
Ste 200 101 West Avenue, Jenkintown, PA 19046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning Inc. | Jenkintown | PA | 08/1983 | Present |
| Lincoln Investment Planning, Inc. | Jenkintown | PA | 09/1983 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-02 |
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