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Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2014-04-29
  • NJ RA
    APPROVED
    Since 2014-04-29

Branch Locations

8000 Sagemore Drive Suite 8301, Marlton, NJ 08053 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2002-08-01
  • NJ RA
    APPROVED
    Since 2002-08-01

Branch Locations

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States

1725 The Fairway, Jenkintown, PA 19046 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Planning, Inc. Voorhees NJ 07/1985 Present
Pulley And Buttonhole Theatre Company Jenkintown PA 10/2014 Present
  • 07/1985 → Present
    Lincoln Investment Planning, Inc.
    Voorhees, NJ
  • 10/2014 → Present
    Pulley And Buttonhole Theatre Company
    Jenkintown, PA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-12
S63 Uniform Securities Agent State Law Examination 1985-08-16
  • S65 Uniform Investment Adviser Law Examination
    1996-01-12
  • S63 Uniform Securities Agent State Law Examination
    1985-08-16
Designations
Other Names
  • Jonathan Hare Wilt
  • Jonathon Hare Wilt

View on SEC IAPD

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