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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-07-07
  • IL RA
    APPROVED
    Since 2017-07-07

Branch Locations

Crystal Lake, IL • United States

Suite 150 500 Waters Edge, Lombard, IL 60148 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-07-07
  • IL RA
    APPROVED
    Since 2017-07-07

Branch Locations

Lincoln Investment 500 Waters Edge Ste 150, 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
Lincoln Investment Lombard IL 12/2016 Present
Berlin Packaging Chicago IL 07/2016 12/2016
  • 12/2016 → Present
    Lombard, IL
  • 07/2016 → 12/2016
    Berlin Packaging
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-28
S63 Uniform Securities Agent State Law Examination 2017-01-26
  • S65 Uniform Investment Adviser Law Examination
    2017-06-28
  • S63 Uniform Securities Agent State Law Examination
    2017-01-26

View on SEC IAPD

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