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Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-08-13
  • PA RA
    APPROVED
    Since 2019-08-13

Branch Locations

2400 Ansys Dr. Ste. 102, Canonsburg, PA 15317 • United States

Uniontown, PA • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-08-13
  • PA RA
    APPROVED
    Since 2019-08-13

Branch Locations

2400 Ansys Dr. Ste. 102, Canonsburg, PA 15317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2016 → 04/2017
    Pnc Bank, Na
    Morgantown, WV
  • 08/2016 → 04/2017
    Pnc Investments, Llc
    Pittsburgh, PA
  • 04/2017 → 03/2018
    Pnc Investments, Llc
    Pittsburgh, PA
  • 04/2017 → 03/2018
    Pnc Bank, Na
    Uniontown, PA
  • 04/2018 → 02/2019
    Pepper Pike, OH
  • 04/2018 → Present
    Keybank
    Uniontown, PA
  • 02/2019 → Present
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-21
  • S66 Uniform Combined State Law Examination
    2017-03-21
Other Names
  • Paul Partridge

View on SEC IAPD

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