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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-03-02 |
Branch Locations
3990-B West Walton Blvd., Waterford, MI 48329 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-02 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
3990-B West Walton Blvd, Waterford, MI 48329 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Waterford | MI | 08/2010 | Present |
3990-B WALTON, LLC POSITION: PARTNER NATURE: RENTAL OFFICE BUILDING INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 09/28/1998 ADDRESS: 3990-B W. WALTON BLVD., WATERFORD MI 48329 DESCRIPTION: MANAGING BUILDING MAINTENANCE PRO-OFFICE CENTER POSITION: TREASURER NATURE: CONDOMINUM ASSOCIATION INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2012 ADDRESS: 3990-A W. WALTON BLVD., WATERFORD MI 48329 DESCRIPTION: MAINTAIN QUICK-BOOKS FOR PRO-OFFICE CENTER, PAY INVOICES. MICHIGAN BENEFIT FINANCIAL POSITION: Representative NATURE: Fixed Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1985 ADDRESS: 3990-B W. Walton Blvd., Waterford MI 48329, United States DESCRIPTION: Fixed business outside of Lincoln
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-09-18 |
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