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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-09-16 |
Branch Locations
500 Waters Edge Suite 150, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2005-02-01 |
Branch Locations
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
Marengo, IL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc | Hoffman Estates | IL | 02/2005 | Present |
PTS PROFESSIONAL TAX SERVICE POSITION: Sole Proprietor preparing both Federal and State income tax returns NATURE: Personal Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2007 ADDRESS: 18414 Grismer Ave, Marengo IL 60152, United States DESCRIPTION: I meet with clients to collect their tax related forms and conduct an interview, then prepare that necessary forms to file their federal and state income tax return
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-30 |
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