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Reading the graph
Advisor at LINCOLN INVESTMENT
Ponte Vedra Beach, FL | Fort Washington, PA
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 | Jul 11, 2025 | n/a | yes | Fort Washington, PA|Ponte Vedra Beach, FL | Current employment |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Aug 8, 2007 | Aug 4, 2025 | no | GAINESVILLE, FL|JACKSONVILLE, FL|TALLAHASSEE, FL|PENSACOLA, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|COLUMBUS, GA|GAINESVILLE, FL|ATLANTA, GA|ORLANDO, FL|TAMPA, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|GAINESVILLE, FL|MIAMI BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | LINCOLN INVESTMENT | Aug 4, 2025 | Jul 11, 2025 | -24 | Firm change | Ibd to RIA |