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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-06-28 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Jenkintown | PA | 03/1999 | Present |
| School District Of Philadelphia | Philadelphia | PA | 09/1997 | Present |
2313 ADAMS CT., LLC POSITION: Owner, sole proprietor, landlord NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 2313 Adams Ct, North Wales PA 19446, United States DESCRIPTION: A rental property providing passive income for me. It's being rented to a family member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-16 |
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