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Advisor at LINCOLN INVESTMENT
Cornelia, GA | LOMBARD, IL | Crystal Lake, IL | Dunwoody, GA
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 9, 2026 | n/a | yes | Dunwoody, GA|LOMBARD, IL|Cornelia, GA|Crystal Lake, IL | Current employment |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Apr 7, 2003 | Jul 23, 2026 | no | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | LINCOLN INVESTMENT | Jul 23, 2026 | Jul 9, 2026 | -14 | Firm change | Ibd to RIA |