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Advisor at LINCOLN INVESTMENT
Royal Oak, MI | 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 22, 2026 | n/a | yes | Fort Washington, PA|Royal Oak, MI | Current employment |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Apr 9, 2026 | Jul 21, 2026 | no | MILWAUKEE, WI|Grosse Pointe Woods, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | LINCOLN INVESTMENT | Jul 21, 2026 | Jul 22, 2026 | 1 | Firm change | RIA to RIA |