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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

Marne Luke DeSantis

Advisor at LINCOLN INVESTMENT

Lafayette Hill, PA | Fort Washington, PA

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Search this name across graphsid dfx:ria:0ff11ce2-87fe-7ea3-b81a-2f0dde9cb368

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 21, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LINCOLN INVESTMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 15, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63|S65
First exam: Oct 15, 1996
First registration: Jan 21, 2010
Dual registered: yes, broker-dealer
Other names: MARNE LUKE DESANTIS|MARNE LUKE DESANTIS
IAPD individual key: 1309739

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LINCOLN INVESTMENT	Independent wealth	Feb 21, 2024	n/a	yes	Fort Washington, PA\|Lafayette Hill, PA	Current employment
BLUESTONE CAPITAL MANAGEMENT, LLC	Asset manager	Sep 23, 2011	Mar 4, 2015	no	WAYNE, PA	Previous registration
VALLEY BROOK CAPITAL GROUP	Independent wealth	May 21, 2010	Nov 10, 2011	no	KING OF PRUSSIA, PA	Previous registration
AMERISERV WEALTH ADVISORS INC	Other adviser	Jan 21, 2010	Feb 4, 2010	no	n/a	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLUESTONE CAPITAL MANAGEMENT, LLC	LINCOLN INVESTMENT	Mar 4, 2015	Feb 21, 2024	3,276	Firm change after gap	Other
VALLEY BROOK CAPITAL GROUP	BLUESTONE CAPITAL MANAGEMENT, LLC	Nov 10, 2011	Sep 23, 2011	-48	Firm change after gap	Other
AMERISERV WEALTH ADVISORS INC	VALLEY BROOK CAPITAL GROUP	Feb 4, 2010	May 21, 2010	106	Firm change	Other

Relationships

Registered with (4)

→ LINCOLN INVESTMENTRegistered adviserregistration: current employment
Feb 21, 2024 to presentfactForm ADV
→ BLUESTONE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 23, 2011 to Mar 4, 2015factForm ADV
→ VALLEY BROOK CAPITAL GROUPRegistered adviserregistration: previous registration
May 21, 2010 to Nov 10, 2011factForm ADV
→ AMERISERV WEALTH ADVISORS INCRegistered adviserregistration: previous registration
Jan 21, 2010 to Feb 4, 2010factForm ADV

Dated events

No dated event names this entity yet.