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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 | 2024-01-02 |
| PA | RA | APPROVED | 2020-05-14 |
Branch Locations
5 Walnut Grove Drive Ste 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 | 2022-01-03 |
| PA | RA | APPROVED | 2011-04-05 |
Branch Locations
100 West Main Street Century Plaza Suite 412, Lansdale, PA 19446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Jenkintown | PA | 01/2004 | Present |
PSADA FOUNDATION POSITION: Board Member NATURE: 501c3 Non Profit Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/23/2010 ADDRESS: 975 Putnam Blvd., Wallingford PA 19086, United States DESCRIPTION: I provide investment recommendations for the mutual fund portfolio used to fund scholarships for students. I receive no compensation whatsoever, and the treasurer on the board implements the changes to be made to the mutual fund account held by Vanguard.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-22 |
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