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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-09 |
Branch Locations
3363 University Dr. E Suite 211, Bryan, TX 77802 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-08 |
Branch Locations
3363 University Dr. E Suite 211, Bryan, TX 77802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Llc | Fort Washington | PA | 11/2016 | Present |
| Self-Employed | Bryan And Conroe | TX | 03/2008 | 11/2016 |
CONROE COUNTRY CLUB POSITION: Member of the Board NATURE: Golf Course INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: 217 Old Country club Road, Conroe TX 77304, United States DESCRIPTION: Discuss and vote on issues pertaining to the clubs well-being THE DUNLAP GROUP POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 3 START DATE: 01/03/2017 ADDRESS: 3363 University Drive E., Suite 211, Bryan TX 77802, United States DESCRIPTION: Meeting and enrolling perspective and current clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-02 |
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