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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

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

1425 Jefferson Road, Rochester, NY 14623 • 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 Fort Washington PA 01/2018 Present
Alfred State Office Of Student Engagement Alfred NY 01/2016 12/2017
  • 01/2018 → Present
    Fort Washington, PA
  • 01/2016 → 12/2017
    Alfred State Office Of Student Engagement
    Alfred, NY
Previous Registrations
  • 2018-05-24 → 2019-10-04
    Legend Advisory, Llc
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-18
  • S66 Uniform Combined State Law Examination
    2018-05-18

View on SEC IAPD

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