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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-05-01 |
Branch Locations
500 Waters Edge Ste 150, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2007-06-20 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
Chicago, IL • United States
5550 Touhy Ave. Ste. 202, Skokie, IL 60076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Hoffman Estates | IL | 01/2007 | Present |
M.E.O.T.O. INC. POSITION: President & Sole Owner NATURE: Legal shell for tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2014 ADDRESS: 2236 Lincoln Park West, Suite G3, Chicago IL 60614, United States DESCRIPTION: President and sole owner LAKESIDE LANDING CONDOMINIUM ASSOCIATION POSITION: Vice President and Secretary NATURE: Non-profit condominium association INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/31/2024 ADDRESS: 7864 Avis Lane, Minoqua WI 54548, United States DESCRIPTION: Vice President and Secretary SHAKESPEARE BUILDING CORPORATION POSITION: President, Board Member NATURE: Real Estate - Cooperative board INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2025 ADDRESS: 2256 N Lincoln Park West, Chicago IL 60614-3814, United States DESCRIPTION: Oversight of the Corporation's management. Gilberto Arias Jr. Position: Agent/Producer Nature: Fixed annuity and life insurance sales Investment Related: Yes Hours: 20 Securities Trading Hours: 20 Start Date: 1/6/2026 Address: 2236 N Lincoln Park West Chicago, IL 60614 Description: Client assessment and product selection. Sales and service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-25 |
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