DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LINCOLN INVESTMENT
Fort Washington, PA | Lorena, TX
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 | May 26, 2026 | n/a | yes | Lorena, TX|Fort Washington, PA | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Sep 14, 2023 | May 26, 2026 | no | Lorena, TX|CLEVELAND, OH|CLEVELAND, OH | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | May 17, 2021 | Sep 7, 2023 | no | WACO, TX | Previous registration |
| HILLTOP SECURITIES INC. | Bd affiliated wealth | Sep 20, 2006 | Jan 4, 2008 | no | DALLAS, TX|DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | LINCOLN INVESTMENT | May 26, 2026 | May 26, 2026 | 0 | Firm change | Ibd to RIA |
| CETERA ADVISORS LLC | PNC WEALTH MANAGEMENT | Sep 7, 2023 | Sep 14, 2023 | 7 | Firm change | Ibd to ibd |
| HILLTOP SECURITIES INC. | CETERA ADVISORS LLC | Jan 4, 2008 | May 17, 2021 | 4,882 | Firm change after gap | Other |