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Anmol Singh Multani-Kohal

Lincoln Investment

Orlando, FL

Woodland Hills, CA

CRD 7822216

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-10
  • CA RA
    APPROVED
    Since 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

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
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
  • 11/2023 → 04/2025
    New York, NY
  • 02/2023 → 10/2023
    Unemployed
    Camarillo, CA
  • 07/2020 → 02/2023
    Zs Associates
    Thousand Oaks, CA
  • 11/2013 → 08/2020
    Compass Education Group Llc
    Larkspur, CA
  • 08/2018 → 05/2020
    Emory Goizueta Business School
    Atlanta, GA
  • 06/2019 → 08/2019
    Zs Associates
    South San Francisco,, CA
  • 05/2015 → 02/2017
    Compass Education Group Llc
    Larkspur, CA
  • 04/2025 → Present
    Fort Washington, PA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-02
Other Names
  • Anmol Kohal

View on SEC IAPD

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