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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
Branch Locations
6780 Pittsford-Palmyra Road Building 2D, Fairport, NY 14450 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
100 Cross Keys Office Park Suite 100, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Wyncote | PA | 01/2012 | Present |
AIB POSITION: Independent Insurance Agent. NATURE: selling long term care insurance and fixed life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2003 ADDRESS: 11 Executive Park Drive, Clifton Park NY 12065, United States DESCRIPTION: Fixed insurance business only. After joining Lincoln Investment in 2013, my insurance business has been run through Lincoln Investment and I have been compensated by Lincoln. I only receive small, residual trail compensation from AIB, Genworth and Mutual of Omaha directly. GENWORTH POSITION: Insurance agent. NATURE: fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2003 ADDRESS: P.O. BOX 40010, LYNCHBURG, VA 24506-4010, United States DESCRIPTION: Fixed insurance business only. After joining Lincoln Investment in 2013, my insurance business has been run through Lincoln Investment and I have been compensated by Lincoln. I only receive small, residual trail compensation from AIB, Genworth and Mutual of Omaha directly. MUTUAL OF OMAHA POSITION: Insurance agent NATURE: fixed insurance company INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2003 ADDRESS: 3300 Mutual of Omaha Plaza, Omaha NE 68175, United States DESCRIPTION: Fixed insurance business only. After joining Lincoln Investment in 2013, my insurance business has been run through Lincoln Investment and I have been compensated by Lincoln. I only receive small, residual trail compensation from AIB, Genworth and Mutual of Omaha directly. Specific Solutions Position: Agent Nature: Fixed insurance business Investment Related: Yes Hours: 2 Securities Trading Hours: 2 Start Date: 4/13/2026 Address: 475 International Dr Suite 100 Williamsville, NY 14221 Description: Selling fixed insurance business only.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-02 |
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