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LINCOLN INVESTMENT PLANNING, LLC

Company Details

Name: LINCOLN INVESTMENT PLANNING, LLC
Jurisdiction: Rhode Island
Entity type: Foreign Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 14 Dec 2023 (a year ago)
Identification Number: 001766295
Place of Formation: PENNSYLVANIA
Principal Address: 601 OFFICE CENTER DRIVE SUITE 300, FORT WASHINGTON, PA, 19034, USA
Purpose: A BROKER-DEALER, REGISTERED INVESTMENT ADVISOR AND INSURANCE BROKER.

Agent

Name Role Address
BUSINESS FILINGS INCORPORATED Agent 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

Manager

Name Role Address
DIANE MCCARTHY Manager 601 OFFICE CENTER DRIVE, SUITE 300 FORT WASHINGTON, PA 19034 USA
EDWARD FORST Manager 601 OFFICE CENTER DRIVE, SUITE 300 FORT WASHINGTON, PA 19034 USA

Filings

Number Name File Date
202452198650 Annual Report 2024-04-23
202343260080 Application for Registration 2023-12-14

Date of last update: 29 Oct 2024

Sources: Rhode Island Department of State