Best Investors
Account
Sign in
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 | 2026-08-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5415 West Lake Road, Erie, PA 16505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 05/2026 | Present |
| Upick6 Harbor House | Erie | PA | 04/2021 | 08/2022 |
| Pier 6 Rooftop Bar And Restaurant | Erie | PA | 08/2022 | 12/2022 |
| Upick6 Tap House | Erie | PA | 03/2023 | 06/2024 |
| Blu Crab House And Raw Bar | Ocean City | MD | 05/2023 | 08/2023 |
| Bay House Oyster Bar And Restaurant | Erie | PA | 06/2024 | Present |
| North West Bank | Erie | PA | 04/2025 | 06/2025 |
| Corporate Glass | Erie | PA | 12/2025 | 03/2026 |
| Mercyhurst University | Erie | PA | 08/2021 | 12/2024 |
| Cathedral Preparatory School | Erie | PA | 08/2017 | 06/2021 |
| St. James School | Erie | PA | 08/2008 | 06/2017 |
| Lincoln Investment | Fort Washington | PA | 08/2026 | Present |
Name: Bay House Oyster Bar and Restaurant; Investment Related: No; Address: 8 Sassafras Pier First Floor, Erie, PA, 16507; Nature: Food and Beverage; Title: Bartender/Server; Start: 6/1/2024; 20; 0; Duties: Provide food and beverage to patrons.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-11 |
Reach out to this advisor