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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
CA RA APPROVED 2026-08-24
TX RA APPROVED 2026-08-17
  • CA RA
    APPROVED
    Since 2026-08-24
  • TX RA
    APPROVED
    Since 2026-08-17

Branch Locations

6136 Frisco Square Blvd Suite 400, Frisco, TX 75034 • United States

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

Los Angeles, CA • 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
Lincoln Investment Fort Washington PA 04/2026 Present
Self-Employed Murphy TX 04/2015 Present
Vers, Llc Murphy TX 04/2023 Present
Lincoln Investment Fort Washington PA 08/2026 Present
  • 04/2026 → Present
    Fort Washington, PA
  • 04/2015 → Present
    Self-Employed
    Murphy, TX
  • 04/2023 → Present
    Vers, Llc
    Murphy, TX
  • 08/2026 → Present
    Fort Washington, PA
Other Businesses

Vers, LLC Position: Owner Nature: Entertainment/Arts Investment Related: No Hours: 60 Securities Trading Hours: 60 Start Date: 4/1/2015 Address: 107 Westminister Ave Murphy, TX 75094 Description: Photo styling, events

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-14
  • S66 Uniform Combined State Law Examination
    2026-08-14

View on SEC IAPD

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