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Advisor at LINCOLN INVESTMENT
Fort Washington, PA | West Chester, PA | Horsham, 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 | Aug 13, 2026 | n/a | yes | West Chester, PA|Fort Washington, PA|Horsham, PA | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jun 27, 2023 | Jun 3, 2025 | no | OMAHA, NE|Berwyn, PA | Previous registration |
| EATON VANCE MANAGEMENT | Asset manager | Aug 29, 2008 | Jul 7, 2009 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | LINCOLN INVESTMENT | Jun 3, 2025 | Aug 13, 2026 | 436 | Firm change after gap | Ibd to RIA |
| EATON VANCE MANAGEMENT | ORION PORTFOLIO SOLUTIONS, LLC | Jul 7, 2009 | Jun 27, 2023 | 5,103 | Firm change after gap | Other |