Best Investors Account Sign in
Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2015-03-06
  • NJ RA
    APPROVED
    Since 2015-03-06

Branch Locations

Suite 8301 8000 Sagemore Drive, 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 2002-07-29
  • NJ RA
    APPROVED
    Since 2002-07-29

Branch Locations

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • 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 Planning, Inc. Voorheess NJ 06/1986 Present
  • 06/1986 → Present
    Lincoln Investment Planning, Inc.
    Voorheess, NJ
Other Businesses

926 PROPERTIES LLC POSITION: 50% Member of LLC buying homes providing financing and paperwork banking and closings NATURE: Flipping properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/19/2019 ADDRESS: 407 Morning Dove Cir, Sewell NJ 08080, United States DESCRIPTION: closing on refurbished homes during business hours BREAKTHROUGH INSURANCE GROUP (BIG) POSITION: Agent NATURE: Life Insurance Annuities LTC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/22/2022 ADDRESS: 2 North Main St, Suite 303, Medford NJ 08055, United States DESCRIPTION: BIG provides fixed annuity selections. If client is adverse to risk I would get quote and sell if it meets the client's goal. CSQUARED PROPERTIES LLC POSITION: Partner NATURE: Flipping Real Estate and Renting properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2010 ADDRESS: 407 Morning Dove Cir, Sewell NJ 08080, United States DESCRIPTION: purchasing, Financing, paperwork associated with Properties to get ready to re-sell or Rent A & E LEGACY LLC POSITION: Member (1 of 6) NATURE: Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2023 ADDRESS: 1725 The Fairway, Jenkintown PA 19046, United States DESCRIPTION: collect rent and maintain property solicit new renters when needed. Also working with local realtor.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-09-12
  • S63 Uniform Securities Agent State Law Examination
    1986-09-12
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Marlton, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor