Robert Burton Lank

Current Employers

Employment History

• 12/1985 → Present
  Lank Johnson & Tull Cpas
  Seaford, DE
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vienna, VA
• 11/2012 → 01/2025
  Lincoln Financial Advisors
  Seaford, DE

Previous Registrations

• 2012-11-06 → 2025-01-24
  Osaic Fa, Inc.
  Seaford, DE
  Vienna, VA
  Vienna, VA
• 2009-03-18 → 2012-10-08
  Founders Financial Securities Llc
  Seaford, DE
  Towson, MD
• 2000-01-16 → 2004-12-16
  1St Global Advisors Inc
  Seaford, DE

Other Businesses

1) ROBERT B. LANK, JR. 521 N MARKET STREET SEAFORD, DE 19973 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: AGENT OFFERING ACCIDENT AND HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, EQUITY INDEXED ANNUIITES, LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 1/2013 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 2) EXECUTOR FOR DAVID L. BACHMAN ESTATE POSITION: Executor NATURE: Act as Executor of his Estate upon his death. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2017 ADDRESS: 498 Canterbury Rd, MILFORD DE 19963, United States DESCRIPTION: File Inventory with State of Delaware Make sure all assets get distributed to Beneficiaries Sell assets of Estate if needed File Tax returns as needed 3) ROBERT B. LANK, JR. / NOTARY PUBLIC POSITION: Other (please explain) Notary NATURE: Notarizing Documents INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/1998 ADDRESS: 498 Canterbury Rd, Milford DE 19963, United States DESCRIPTION: Notorize Documents. 4) ROBERT B. LANK, JR. / LANK, JOHNSON & TULL, CPAS POSITION: Partner - Limited NATURE: Partner of Lank, Johnson & Tull, CPAs INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 12/01/1984 ADDRESS: 521 N MARKET ST EXT, PO Box 418, SEAFORD DE 19973, United States DESCRIPTION: Patner - Audits, Reviews, Compilations, Tax Returns 5) SOLE TRUSTEE FOR ROBERT B LANK AND DIANE J LANK REVOCABLE TRUST POSITION: Trustee NATURE: Trustee for Revocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2022 ADDRESS: PO Box 356, Milford DE 19963, United States DESCRIPTION: Carry out any and all duties necessary of a Trustee 6) SUCCESSOR POA FOR ROBERT B LANK SR AND DIANE J LANK (PARENTS) POSITION: Agent NATURE: Act as Successor POA for Parent if one passes away. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/24/2015 ADDRESS: 498 Canterbury Rd, Milford DE 19963, United States DESCRIPTION: Handle any decisions that need to be made on my Parents behalf. 7) BURTON GROUP INVESTMENTS, LLC POSITION: Manager NATURE: Future Acquisition of Rental Real Estate-Commercial and/or Residential INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/13/2023 ADDRESS: PO BOX 266, 498 Canterbury Rd, Milford DE 19963, United States DESCRIPTION: Analyze potential real estate purchases Bookkeeping 8) ROBERT B. LANK, JR. / FIXED INSURANCE BROKER POSITION: Agent NATURE: Sole Proprietorship. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/30/2013 ADDRESS: 498 Canterbury Rd, PO Box 266, Milford DE 19963, United States DESCRIPTION: Non-Seller

Exams

• S66 Uniform Combined State Law Examination
  1999-12-28

Designations

Other Names

• Robert Burton Lank