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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-26 |
| FL | RA | APPROVED | 2016-05-02 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Safety Harbor, FL • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-05-18 |
Branch Locations
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collegiate Training | Tallahassee | FL | 06/2009 | Present |
| Lincoln Investment | Wyncote | PA | 03/2016 | Present |
| The Gabor Agency, Inc | Tallahassee | FL | 06/2013 | Present |
Rental property Position: owner Nature: Real Estate Investment Related: Yes Hours: 5 Securities Trading Hours: 0 Start Date: 12/13/2025 Address: 920 2nd Ave N. Jacksonville Beach, Florida 32250 Description: owner duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-09 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-18 |
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