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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2019-08-13 |
Branch Locations
2400 Ansys Dr. Ste. 102, Canonsburg, PA 15317 • United States
Uniontown, PA • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-08-13 |
Branch Locations
2400 Ansys Dr. Ste. 102, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank, Na | Morgantown | WV | 08/2016 | 04/2017 |
| Pnc Investments, Llc | Pittsburgh | PA | 08/2016 | 04/2017 |
| Pnc Investments, Llc | Pittsburgh | PA | 04/2017 | 03/2018 |
| Pnc Bank, Na | Uniontown | PA | 04/2017 | 03/2018 |
| Key Investment Services, Llc | Pepper Pike | OH | 04/2018 | 02/2019 |
| Keybank | Uniontown | PA | 04/2018 | Present |
| Key Investment Services Llc | Cleveland | OH | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-21 |
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