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Patrick Joseph Forst

Lincoln Investment

Fort Washington, PA

Doylestown, PA

Capital Analysts

Horsham, PA

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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-12-02
PA RA APPROVED 2011-04-07
  • TX RA
    APPROVED_RES
    Since 2020-12-02
  • PA RA
    APPROVED
    Since 2011-04-07

Branch Locations

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

Doylestown, PA • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-02-24
  • PA RA
    APPROVED
    Since 2014-02-24

Branch Locations

5 Walnut Grove Dr. Ste. 240, Horsham, PA 19044 • 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. Jenkintown PA 10/1986 Present
  • 10/1986 → Present
    Lincoln Investment Planning, Inc.
    Jenkintown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-14
S63 Uniform Securities Agent State Law Examination 1990-05-07
  • S65 Uniform Investment Adviser Law Examination
    1999-12-14
  • S63 Uniform Securities Agent State Law Examination
    1990-05-07

View on SEC IAPD

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