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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
1200 N. Federal Highway Suite 200, Boca Raton, FL 33432 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Deerfield Beach, FL • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Los Angeles | CA | 02/2016 | 01/2017 |
| Unemployed | Long Beach | CA | 02/2017 | 07/2018 |
| Western International Securities, Inc. | Pasadena | CA | 08/2018 | 12/2020 |
| Edward Jones | St Louis | MO | 12/2022 | 05/2025 |
| Unemployed | Pasadena | CA | 01/2021 | 11/2022 |
| Lincoln Investment | Fort Washington | PA | 05/2025 | Present |
LLC MILITARY TRAIL POSITION: Owner NATURE: Real Estate - Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 1244 S. Military Trail, #724, Deerfield Beach FL 33442, United States DESCRIPTION: None Rental Position: owner Nature: Rental Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 11/1/2025 Address: 10812 Galand Ct. Raleigh, North Carolina 27614 Description: owner of property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-19 |
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