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Advisor at LINCOLN INVESTMENT
Fort Washington, PA | SYRACUSE, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT | Independent wealth | Aug 14, 2026 | n/a | yes | SYRACUSE, NY|Fort Washington, PA | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Nov 11, 2025 | Jun 17, 2026 | no | SYRACUSE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | LINCOLN INVESTMENT | Jun 17, 2026 | Aug 14, 2026 | 58 | Firm change | Ibd to RIA |