Joshua Denz

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-01-31

NY RA
APPROVED

Since 2024-01-31

Branch Locations

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

61 John Muir Dr. Ste. 100, Amherst, NY 14228 • 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

Organization	City	State	From	To
University At Buffalo	Getzville	NY	12/2017	06/2021
Canisius College	Buffalo	NY	08/2021	Present
Student	East Aurora	NY	04/2013	12/2017
Lincoln Investment	Fort Washington	PA	04/2023	Present

12/2017 → 06/2021

University At Buffalo

Getzville, NY
08/2021 → Present

Canisius College

Buffalo, NY
04/2013 → 12/2017

Student

East Aurora, NY
04/2023 → Present

Lincoln Investment

Fort Washington, PA

Other Businesses

LEE KROENING POSITION: Sales Associate NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/17/2023 ADDRESS: 61 John Muir Drive, Suite 100, Amherst NY 14228, United States DESCRIPTION: Sales assistant to senior reps as needed

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-04

S66 Uniform Combined State Law Examination

2023-10-04

Designations

Certified Financial Planner

View on SEC IAPD