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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 | 2015-04-01 |
Branch Locations
2 Sheppard Rd - Ste 301, Voorhees, NJ 08043 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2002-07-29 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
2 Sheppard Road Suite 301, Voorhees, NJ 08043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Voorhees | NJ | 09/1987 | Present |
| Favorite Harbor Condo Association. | Ocean City | NJ | 06/2014 | Present |
MILESTONE WEALTH MANAGEMENT. POSITION: Owner/Partner NATURE: Marketing Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 2 Sheppard Road, Suite 301, Voorhees NJ 08043, United States DESCRIPTION: DBA for my Lincoln Investment Business. OceanView Position: Owner Nature: Fixed Annuity Sales Investment Related: Yes Hours: 0.5 Securities Trading Hours: 0.5 Start Date: 4/1/2026 Address: 2 Sheppard Road, suite 301 Voorhees, NJ 08043 Description: I'm selling Ocean View fixed annuity through Lincoln but not supported by FIDx.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-03 |
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