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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-02-24 |
Branch Locations
4837 Wildrose Ct Nw, Kennesaw, GA 30152 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2013-01-22 |
Branch Locations
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
Kennesaw, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 01/2013 | Present |
MARK RONSINI HORSE BREEDING PARTNERSHIPS POSITION: I am an investor only and a Member of the LLC. NATURE: Horse Breeding Partnerships INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2018 ADDRESS: 319 Old Joppa Road, P.O. Box 107, Bel Air MD 21014, United States DESCRIPTION: No duties. The Managing Member will be making the day to day decisions of the LLC. I am an investor only. MARK RONSINI HORSE RACING PARTNERSHIPS POSITION: I will be an LLC member. as an investor only. All management duties are held by the Managing Member. NATURE: Race Horse Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2018 ADDRESS: 319 Old Joppa Road, P.O. Box 107, Bel Air MD 21014, United States DESCRIPTION: I am an investor only. All management duties are held by the Managing Member. I may be asked to vote on a key decision from time to time but have no responsibility for the daily management. MARK RONSINI POSITION: Agent NATURE: Fixed Insurance and annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1987 ADDRESS: 4837 Wildrose Ct NW, Kennesaw GA 30152, United States DESCRIPTION: Sales & Services HURON PENSION CONSULTANTS 401K PLAN POSITION: I am the sole participant and Trustee of this 401k plan. NATURE: 401K plan and trust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 4837 Wildrose Ct NW, Kennesaw GA 30152, United States DESCRIPTION: Make investment and administrative decisions related to the care of the plan. MARK RONSINI POSITION: Trustee of Huron Pension Consultants 401(k) Plan Trust. NATURE: Real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2011 ADDRESS: 4837 Wildrose Ct NW, Kennesaw GA 30152, United States DESCRIPTION: As Trustee I work with my chosen property manager on property related issues, security, insurance, repairs, etc.. I also review the financial statements for the properties on a monthly basis as well as make bank deposits of the rents received from the property manager. I am not a real estate agent. I use licensed real estate agents to carry on my transactions. HURON RACING VENTURES, LLC POSITION: Sole member and decision-maker NATURE: Horse racing and sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 4837 Wildrose Ct NW, Kennesaw GA 30152-7774, United States DESCRIPTION: I use this entity to race, breed and sell thoroghbred race hoorses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-16 |
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