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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-10 |
Branch Locations
1710 W. Colonial Drive, Orlando, FL 32804 • United States
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2023 | 04/2025 |
| Unemployed | Camarillo | CA | 02/2023 | 10/2023 |
| Zs Associates | Thousand Oaks | CA | 07/2020 | 02/2023 |
| Compass Education Group Llc | Larkspur | CA | 11/2013 | 08/2020 |
| Emory Goizueta Business School | Atlanta | GA | 08/2018 | 05/2020 |
| Zs Associates | South San Francisco, | CA | 06/2019 | 08/2019 |
| Compass Education Group Llc | Larkspur | CA | 05/2015 | 02/2017 |
| Lincoln Investment | Fort Washington | PA | 04/2025 | Present |
THE RAWLS COMPANY DBA THE RAWLS GROUP POSITION: Associate Planner (in training) NATURE: Business Succession Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 6 START DATE: 04/08/2025 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Support organization in the role of Associate Planner in training
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
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