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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-04-29 |
Branch Locations
8000 Sagemore Drive Suite 8301, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2002-08-01 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
1725 The Fairway, Jenkintown, PA 19046 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Voorhees | NJ | 07/1985 | Present |
| Pulley And Buttonhole Theatre Company | Jenkintown | PA | 10/2014 | Present |
HIWAY THEATER POSITION: PRESIDENT OF THE BOARD OF DIRECTORS NATURE: NON PROFIT INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2012 ADDRESS: OLD YORK ROAD, JENKINTOWN PA 19046 DESCRIPTION: OVERSIGHT OF THE OPERATIONS OF THE HIWAY THEATER MANAGEMENTIMPLIMINTATION OF THE HIWAY STATEGIC PLANS HERITAGE ADVISORY GROUP POSITION: President NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 300 SECURITIES TRADING HOURS: 200 START DATE: 01/01/2019 ADDRESS: 515 Cloverly Ave, Jenkintown PA 19046, United States DESCRIPTION: Running a financial planning practice HUNTINGDON VALLEY COUNTRY CLUB POSITION: Member board of directors, Head of rackets committee NATURE: Social and athletic club INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 2295 Country Club Drive, Huntingdon Valley PA 19006, United States DESCRIPTION: Preparing budgets and maintaining supervision with a full time paid treasurer preparing annual schedule with a committee of five and maintaining supervision with a full time paid racket professional 1725 THE FAIRWAY INVESTMENTS POSITION: member NATURE: commercial real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 1725 Fairway Road, Jenkintown PA 19046, United States DESCRIPTION: assist Richard Gaglianese in the building management which is a minimal amount of time or effort RENEW THEATRES POSITION: Member of Board of Directors NATURE: Operation of County Theatres INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 91 E Court St, Doylestown PA 18901, United States DESCRIPTION: Member of Board of Directors which encompasses 2 30 minute phone meetings per year. Edgelight Investments Management, LLC Position: Minority owner Nature: sub-advisor entity Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 3/1/2026 Address: 1725 The Fairway Jenkintown, PA 19046 Description: review of monthly expenses of the operation only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-16 |
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