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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Wyncote | PA | 10/2009 | Present |
DEAN C. DI MAGGIO ASSOCIATES, INC POSITION: President NATURE: Life Insurance and Fixed Annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1988 ADDRESS: 38 Woodland Drive, North Hills NY 11576, United States DESCRIPTION: Administration, sales Note: As this business was inherited from my father, much of the income received is residual income from prior sales MAYFIELD ACRES, LLC POSITION: Owner with Barbara Di Maggio NATURE: vacant undeveloped land INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 875 Grange Road, Southold NY 11971, United States DESCRIPTION: Owner. Non-income producing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-27 |
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