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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-12-13
  • MD RA
    APPROVED
    Since 2023-12-13

Branch Locations

Canton, GA • United States

7501 Greenway Center Drive Suite 420, Greenbelt, MD 20770-3579 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-12-13
  • MD RA
    APPROVED
    Since 2023-12-13

Branch Locations

7501 Greenway Center Dr - Ste 420, Greenbelt, MD 20770-3579 • 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
Lincoln Investment Greenbelt MD 06/2012 Present
Previous Registrations
  • 1999-01-01 → 2012-06-01
    Cincinnati Analysts, Inc.
    Greenbelt, MD
    Greenbelt, MD
    Cincinnati, OH
Other Businesses

FIXED INSURANCE POSITION: INSURANCE AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 06/06/1966 ADDRESS: CHESAPEAKE FINANCIAL STRATEGIES LLC, 7501 GREENWAY CT DR SUITE 420, GREENBELT MD 20770 DESCRIPTION: I SELL TERM INSURANCE TO MY CLIENTS IF THEY NEED IT. INSURED RETIREMENT INSTITUTE POSITION: I HAVE BEEN ASKED TO SERVE ON THE ADVISOR ADVISORY COUNCIL. NATURE: A FINANCIAL SERVICES TRADE ASSOC AND ADVOCACY GROUP INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 1 START DATE: 07/30/2014 ADDRESS: 1101 NEW YORK AVE,NW, SUITE 825, WASHINGTON DC 20005 DESCRIPTION: TO INTERACT WITH VARIOUS MEMBERS FROM THE ENTIRE ECOSYSTEM OF INSURED RETIREMENT STRATEGIES, INCLUDING INSURERS, BANKS, ASSET MANAGERS, BROKER-DEALERS, DISTRIBUTORS, AND SOLUTION PROVIDERS. WE PROVIDE PRACTICAL FEEDBACK BASED ON OUR EXPERIENCE IN WORKING WITH OUR CLIENTS AND HOW CLIENT NEEDS RELATE TO VARIOUS PRODUCTS AVAILABLE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-11-22
  • S63 Uniform Securities Agent State Law Examination
    1985-11-22
Designations
Other Names
  • Don Moore

View on SEC IAPD

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