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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 | 2021-09-02 |
| NY | RA | APPROVED | 2021-06-08 |
| PA | RA | APPROVED | 2020-03-04 |
Branch Locations
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-08 |
Branch Locations
2293 Millersport Highway, Getzville, NY 14068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 10/2017 | Present |
| Sealing Devices Llc | Lancaster | NY | 02/2017 | 06/2017 |
| Riley St. Station | East Aurora | NY | 06/2017 | 09/2017 |
| Riley St. Station | East Aurora | NY | 06/2016 | 02/2017 |
| Lincoln Investment | Fort Washington | PA | 06/2021 | Present |
| Capital Analysts | Fort Washington | PA | 06/2021 | Present |
Orchard Park Academy of Finance Advisory Board Position: Secretary Nature: advisory board Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 9/1/2025 Address: 2240 Southwestern Blvd West Seneca, NY 14224 Description: Take meeting minutes and send them out to the board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-29 |
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