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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 2026-01-05
  • NY RA
    APPROVED
    Since 2026-01-05

Branch Locations

1129 Northern Blvd. Ste. 404, Manhasset, NY 11030 • United States

520 White Plains Rd. Ste. 500, Tarrytown, NY 10591 • United States

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Maspeth NY 02/2023 01/2025
Unique Valet Parking Systems Garden City NY 07/2015 09/2016
Ideal Food Basket Brooklyn NY 09/2016 10/2016
Blink Voice Communications Garden City NY 11/2016 04/2020
Salus Financial Solutions Flushing NY 07/2021 04/2022
Bad Ass Academy Whitestone NY 04/2022 03/2023
City College Of New York Harlem NY 08/2015 05/2017
Baruch College Gramercy NY 05/2017 05/2021
Bank Of America, N.A. Maspeth NY 04/2023 01/2025
Spartan Capital Securities. Llc New York NY 01/2025 Present
Lincoln Investment Fort Washington PA 01/2026 Present
  • 02/2023 → 01/2025
    Maspeth, NY
  • 07/2015 → 09/2016
    Unique Valet Parking Systems
    Garden City, NY
  • 09/2016 → 10/2016
    Ideal Food Basket
    Brooklyn, NY
  • 11/2016 → 04/2020
    Blink Voice Communications
    Garden City, NY
  • 07/2021 → 04/2022
    Salus Financial Solutions
    Flushing, NY
  • 04/2022 → 03/2023
    Bad Ass Academy
    Whitestone, NY
  • 08/2015 → 05/2017
    City College Of New York
    Harlem, NY
  • 05/2017 → 05/2021
    Baruch College
    Gramercy, NY
  • 04/2023 → 01/2025
    Bank Of America, N.A.
    Maspeth, NY
  • 01/2025 → Present
    Spartan Capital Securities. Llc
    New York, NY
  • 01/2026 → Present
    Fort Washington, PA
Previous Registrations
Other Businesses

Kachi Entertainment & Productions, Inc. Position: Owner Nature: Entertainment Investment Related: No Hours: 38 Securities Trading Hours: 0 Start Date: 1/1/2024 Address: 190-03 50th Ave Fresh Meadows, NY 11365 Description: DJing, networking, organizing private events with clients.  Felix Capital Management Position: Independent Contractor, Sales Director, Owner Nature: Holding Company Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2018 Address: 190-03 50th Ave Fresh Meadows, NY 11365 Description: Corporation no longer in operation, but I didn't dissolve the firm. No intent to work. Ulloa & Jiang LLC Position: Owner, Partner Nature: Financial Education Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2022 Address: 47-37 Colden Street Flushing, NY 11355 Description: LLC is no longer in operation but I didn't dissolve the firm. No intent to work.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-08
  • S66 Uniform Combined State Law Examination
    2023-06-08

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