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Advisor at LINCOLN INVESTMENT
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 | Jan 20, 2022 | n/a | yes | Fort Washington, PA | Current employment |
| WEALTH CMT | Former SEC adviser | Feb 25, 2020 | Jan 7, 2022 | no | CHERRY HILL, NJ | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Sep 14, 2017 | Jan 31, 2020 | no | PHILADELPHIA, PA|FORT WAYNE, IN | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Aug 17, 2015 | Feb 21, 2017 | no | MARLTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH CMT | LINCOLN INVESTMENT | Jan 7, 2022 | Jan 20, 2022 | 13 | Firm change | RIA to ibd |
| OSAIC FA, INC. | WEALTH CMT | Jan 31, 2020 | Feb 25, 2020 | 25 | Firm change | Ibd to RIA |
| MSI FINANCIAL SERVICES, INC. | OSAIC FA, INC. | Feb 21, 2017 | Sep 14, 2017 | 205 | Firm change | Other |