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George S Pantazis

Lincoln Investment

Crystal Lake, IL

Lombard, IL

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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-10
IL RA APPROVED 2025-10-15
  • TX RA
    APPROVED
    Since 2026-03-10
  • IL RA
    APPROVED
    Since 2025-10-15

Branch Locations

Crystal Lake, IL • United States

Suite 150 500 Waters Edge, Lombard, IL 60148 • 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
Icma Retirement Corporation Washington DC 09/2013 08/2021
Charles Schwab & Co., Inc Arlington Heights IL 08/2021 10/2025
Lincoln Investment Fort Washington PA 10/2025 Present
Previous Registrations
  • 2021-08-13 → 2025-10-25
    Charles Schwab & Co., Inc.
    Chicago, IL
    Arlington Heights, IL
    Chicago, IL
  • 2013-10-08 → 2021-08-11
    Missionsquare Retirement
    Washington, DC
    Arlington Heights, IL
  • 2012-11-12 → 2013-06-18
    Lpl Financial Llc
    Chicago, IL
    Fort Mill, SC
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2012-03-27 → 2012-11-16
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Rolling Meadows, IL
    Chicago, IL
    Chicago, IL
  • 2009-09-15 → 2012-03-07
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 2002-02-19 → 2004-01-08
    Harrisdirect Llc
    Libertyville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-06-04
  • S66 Uniform Combined State Law Examination
    2001-06-04
Designations

View on SEC IAPD

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