LINCOLN FINANCIAL INVESTMENTS CORPORATION
CRD #108881 SEC #801-23411 RADNOR, PA 484-583-2607
SEC Registered Private Funds
Total AUM
$95.9B
Discretionary
$95.9B
Employees
123
Clients
--
Accounts
130
Firm Details
- Organization Type
- Corporation
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 1
- LEI
- 54930048QA2LAH0R2L49
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMSON, KEVIN, J | I | 2ND VICE PRESIDENT | NA | Control |
| ADAMSON, KEVIN, J | I | 2ND VICE PRESIDENT | NA | Control |
| ADAMSON, KEVIN, J | I | 2ND VICE PRESIDENT | NA | Control |
| ADAMSON, KEVIN, J | I | VICE PRESIDENT | NA | Control |
| ADAMSON, KEVIN, J | I | 2ND VICE PRESIDENT | NA | Control |
| ADAMSON, KEVIN, J | I | 2ND VICE PRESIDENT | NA | Control |
| ADAMSON, KEVIN, J | I | 2ND VICE PRESIDENT | NA | Control |
| ADAMSON, KEVIN, J | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| ADAMSON, KEVIN, J | I | PRESIDENT | NA | Control |
| ADAMSON, KEVIN, J | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| ADAMSON, KEVIN, J | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| ADAMSON, KEVIN, J | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| ADAMSON, KEVIN, J | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| ADAMSON, KEVIN, J | I | PRESIDENT | NA | Control |
| ANGARELLA, RONALD, RICHARD | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| ANGARELLA, RONALD, RICHARD | I | PRESIDENT/DIRECTOR | NA | Control |
| ANGARELLA, RONALD, RICHARD | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| ANGARELLA, RONALD, RICHARD | I | PRESIDENT/DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | PRESIDENT & DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | PRESIDENT & DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | PRESIDENT & DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | PRESIDENT & DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | PRESIDENT & DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | PRESIDENT & DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | VICE PRESIDENT | NA | Control |
| BOOTH, DAVID, KENNETH | I | DIRECTOR | NA | Control |
| BOOTH, DAVID, KENNETH | I | DIRECTOR | NA | Control |
| BOULTER, WARREN, THOMAS | I | VICE PRESIDENT & CCO | NA | Control |
| BOULTER, WARREN, THOMAS | I | VICE PRESIDENT & CCO | NA | Control |
| BOULTER, WARREN, THOMAS | I | VICE PRESIDENT | NA | Control |
| BRONCHETTI, JAYSON, REAGAN | I | HEAD OF FUNDS MANAGEMENT | NA | Control |
| BRONCHETTI, JAYSON, REAGAN | I | PRESIDENT | NA | Control |
| BRONCHETTI, JAYSON, REAGAN | I | PRESIDENT | NA | Control |
| BRONCHETTI, JAYSON, REAGAN | I | PRESIDENT | NA | Control |
| BRONCHETTI, JAYSON, REAGAN | I | PRESIDENT, DIRECTOR | NA | Control |
| BRONCHETTI, JAYSON, REAGAN | I | PRESIDENT, DIRECTOR | NA | Control |
| BRONCHETTI, JAYSON, REAGAN | I | PRESIDENT, DIRECTOR | NA | Control |
| BRONCHETTI, JAYSON, REAGAN | I | PRESIDENT, DIRECTOR | NA | Control |
| BRONCHETTI, JAYSON, REAGAN | I | PRESIDENT, DIRECTOR | NA | Control |
| BRONCHETTI, JAYSON, REAGAN | I | PRESIDENT, DIRECTOR | NA | Control |
| BURNS, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| BURNS, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| BURNS, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| BURNS, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| BURNS, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| BURNS, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| BURNS, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| BURNS, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR & CHAIRMAN | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR & CHAIRMAN | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR & CHAIRMAN | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR & CHAIRMAN | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR & CHAIRMAN | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR & CHAIRMAN | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR & CHAIRMAN | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR & CHAIRMAN | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR & CHAIRMAN | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR & CHAIRMAN | NA | Control |
| Bronchetti, Jayson, Reagan | I | DIRECTOR, CHAIRMAN & PRESIDENT | NA | Control |
| CHUBB LIFE INSURANCE CO. OF NEW HAMPSHIRE | DE | PARENT CORP. | NA | Control |
| CLEVENGER, KELLY, DWAIN | I | CHAIRMAN | NA | Control |
| CLEVENGER, KELLY, DWAIN | I | CHAIRMAN | NA | Control |
| CLEVENGER, KELLY, DWAIN | I | CHAIRMAN | NA | Control |
| CLEVENGER, KELLY, DWAIN | I | CHAIRMAN | NA | Control |
| CLEVENGER, KELLY, DWAIN | I | CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| COOPER, ELLEN, GAIL | I | DIRECTOR & CHAIRMAN | NA | Control |
| CORNELIO, CHARLES, CARMEN | I | DIRECTOR | NA | Control |
| CORNELIO, CHARLES, CARMEN | I | DIRECTOR | NA | Control |
| CORNELIO, CHARLES, CARMEN | I | DIRECTOR | NA | Control |
| CORNELIO, CHARLES, CARMEN | I | DIRECTOR | NA | Control |
| CORNELIO, CHARLES, CARMEN | I | DIRECTOR | NA | Control |
| CORNELIO, CHARLES, CARMEN | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| COUTTS, JEFFREY, DOUGLAS | I | DIRECTOR | NA | Control |
| Chryssikos, Paul, Telemac | I | SENIOR VICE PRESIDENT & CHIEF LEGAL OFFICER | NA | Control |
| Cohen, Adam, Maxwell | I | DIRECTOR | NA | Control |
| Cohen, Adam, Maxwell | I | DIRECTOR | NA | Control |
| Cohen, Adam, Maxwell | I | DIRECTOR | NA | Control |
| Cohen, Adam, Maxwell | I | DIRECTOR | NA | Control |
| Cohen, Adam, Maxwell | I | DIRECTOR | NA | Control |
| Cohen, Adam, Maxwell | I | DIRECTOR | NA | Control |
| Cohen, Adam, Maxwell | I | DIRECTOR | NA | Control |
| DUBOIS, ALICIA, K | I | ASSISTANT VICE PRESIDENT AND ASSISTANT TREASURER | NA | Control |
| DUBOIS, ALICIA, K | I | ASSISTANT VICE PRESIDENT | NA | Control |
| DUBOIS, ALICIA, K | I | ASSISTANT TREASURER | NA | Control |
| ELAM, C., PHILLIP | I | DIRECTOR | NA | Control |
| ELAM, C., PHILLIP | I | DIRECTOR | NA | Control |
| ELAM, C., PHILLIP | I | DIRECTOR | NA | Control |
| ELWOOD, THOMAS, HENRY | I | ASSISTANT SECRETARY | NA | Control |
| EMERY, RONALD, HOWARD | I | SR. VP/DIRECTOR | NA | Control |
| FEELEY, PETER, P | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FERRARO, RALPH, ROBERT | I | DIRECTOR | NA | Control |
| FLORY, WILLIAM, PAUL | I | 2ND VICE PRESIDENT & ASSISTANT TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | 2ND VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | 2ND VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | 2ND VICE PRESIDENT & ASSISTANT TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | 2ND VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | 2ND VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FLORY, WILLIAM, PAUL | I | VICE PRESIDENT & TREASURER | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| FULLER, WILFORD, HERNDON | I | DIRECTOR | NA | Control |
| GIOVANNI, CHRISTOPHER, A | I | DIRECTOR | NA | Control |
| GIOVANNI, CHRISTOPHER, A | I | DIRECTOR | NA | Control |
| GLASS, DENNIS | I | DIRECTOR | NA | Control |
| GRUBKA, ROBERT, L | I | DIRECTOR | NA | Control |
| HARDIMAN, CAROL, ROBINSON | I | VICE PRESIDENT | NA | Control |
| HARDIMAN, CAROL, ROBINSON | I | VICE PRESIDENT | NA | Control |
| HARDIMAN, CAROL, ROBINSON | I | VICE PRESIDENT | NA | Control |
| HARDIMAN, CAROL, ROBINSON | I | VICE PRESIDENT | NA | Control |
| HAYES, DANIEL, ROSS | I | PRESIDENT , DIRECTOR & CHAIRMAN | NA | Control |
| HAYES, DANIEL, ROSS | I | PRESIDENT & DIRECTOR | NA | Control |
| HAYES, DANIEL, ROSS | I | PRESIDENT , DIRECTOR & CHAIRMAN | NA | Control |
| HAYES, DANIEL, ROSS | I | PRESIDENT , DIRECTOR & CHAIRMAN | NA | Control |
| HAYES, DANIEL, ROSS | I | PRESIDENT , DIRECTOR & CHAIRMAN | NA | Control |
| HAYES, DANIEL, ROSS | I | PRESIDENT , DIRECTOR & CHAIRMAN | NA | Control |
| HAYES, DANIEL, ROSS | I | PRESIDENT , DIRECTOR & CHAIRMAN | NA | Control |
| HAYES, DANIEL, ROSS | I | PRESIDENT , DIRECTOR & CHAIRMAN | NA | Control |
| HOFFMAYER, JAMES, JOSEPH | I | VICE PRESIDENT, CHIEF ACCOUNTING OFFICER AND TREASURER | NA | Control |
| HOFFMAYER, JAMES, JOSEPH | I | VICE PRESIDENT, CHIEF ACCOUNTING OFFICER AND TREASURER | NA | Control |
| HOFFMAYER, JAMES, JOSEPH | I | VICE PRESIDENT, CHIEF ACCOUNTING OFFICER AND TREASURER | NA | Control |
| HOFFMAYER, JAMES, JOSEPH | I | VICE PRESIDENT, CHIEF ACCOUNTING OFFICER AND TREASURER | NA | Control |
| HOFFMAYER, JAMES, JOSEPH | I | VICE PRESIDENT, CHIEF ACCOUNTING OFFICER AND TREASURER | NA | Control |
| HOFFMAYER, JAMES, JOSEPH | I | VICE PRESIDENT, CHIEF ACCOUNTING OFFICER AND TREASURER | NA | Control |
| HOLINSKY, RONALD, ALAN | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | DIRECTOR, SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | DIRECTOR, SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | DIRECTOR, SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | DIRECTOR, SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | DIRECTOR, SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | DIRECTOR, SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HOLINSKY, RONALD, ALAN | I | DIRECTOR, SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| HUELLMANTEL, GORDON, JOHN | I | DIRECTOR, SENIOR VICE PRESIDENT | NA | Control |
| INGRAM, JOHN, C | I | DIRECTOR | NA | Control |
| INGRAM, JOHN, C | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KENNEDY, JOHN, CHRISTOPHER | I | DIRECTOR | NA | Control |
| KONEN, MARK, E | I | DIRECTOR | NA | Control |
| KONEN, MARK, E | I | DIRECTOR | NA | Control |
| KONEN, MARK, E | I | DIRECTOR | NA | Control |
| KONEN, MARK, E | I | DIRECTOR | NA | Control |
| KONEN, MARK, E | I | DIRECTOR | NA | Control |
| KONEN, MARK, E | I | DIRECTOR | NA | Control |
| KONEN, MARK, E | I | DIRECTOR | NA | Control |
| KONEN, MARK, E | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| KROLL, BRIAN, ANTHONY | I | DIRECTOR | NA | Control |
| LANDRY, MARK, DOUGLAS | I | ASSISTANT TREASURER | NA | Control |
| LEASE, SHARI, JANE | I | SECRETARY | NA | Control |
| MORESHEAD, CRAIG, DICKSON | I | SECRETARY | NA | Control |
| MORESHEAD, CRAIG, DICKSON | I | SECRETARY | NA | Control |
| MORESHEAD, CRAIG, DICKSON | I | SECRETARY | NA | Control |
| MORESHEAD, CRAIG, DICKSON | I | SECRETARY | NA | Control |
| MORESHEAD, CRAIG, DICKSON | I | SECRETARY | NA | Control |
| MORESHEAD, CRAIG, DICKSON | I | SECRETARY | NA | Control |
| MORESHEAD, CRAIG, DICKSON | I | SECRETARY | NA | Control |
| MORESHEAD, CRAIG, DICKSON | I | SECRETARY | NA | Control |
| MORESHEAD, CRAIG, DICKSON | I | SECRETARY | NA | Control |
| MORRISS, JOHN, GEORGE | I | DIRECTOR, CHAIRMAN & PRESIDENT | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| OHL, JAMIE, BURGENER | I | DIRECTOR | NA | Control |
| REED, CHRISTOPHER, M | I | DIRECTOR | NA | Control |
| REED, CHRISTOPHER, M | I | DIRECTOR | NA | Control |
| REED, CHRISTOPHER, M | I | DIRECTOR | NA | Control |
| REED, CHRISTOPHER, M | I | DIRECTOR | NA | Control |
| REED, CHRISTOPHER, M | I | DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | PRESIDENT, DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | PRESIDENT, DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | PRESIDENT, DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | PRESIDENT, DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | PRESIDENT, DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | PRESIDENT, DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | PRESIDENT, DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | PRESIDENT, DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | PRESIDENT, DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | PRESIDENT, DIRECTOR | NA | Control |
| Richer, Benjamin, Alan | I | DIRECTOR, SENIOR VICE PRESIDENT | NA | Control |
| SPURR, PAUL, PHILLIP | I | DIRECTOR | NA | Control |
| SPURR, PAUL, PHILLIP | I | DIRECTOR | NA | Control |
| SPURR, PAUL, PHILLIP | I | DIRECTOR | NA | Control |
| SPURR, PAUL, PHILLIP | I | DIRECTOR | NA | Control |
| SPURR, PAUL, PHILLIP | I | DIRECTOR | NA | Control |
| Spurr, Paul | I | DIRECTOR | NA | Control |
| Tedrow Jr, Darrel, Wayne | I | DIRECTOR | NA | Control |
| Tedrow Jr, Darrel, Wayne | I | DIRECTOR | NA | Control |
| Tedrow Jr, Darrel, Wayne | I | DIRECTOR | NA | Control |
| Tedrow Jr, Darrel, Wayne | I | DIRECTOR | NA | Control |
| Turer, Stephen, Ryan | I | DIRECTOR | NA | Control |
| Turer, Stephen, Ryan | I | DIRECTOR | NA | Control |
| Turer, Stephen, Ryan | I | DIRECTOR | NA | Control |
| Turer, Stephen, Ryan | I | DIRECTOR | NA | Control |
| Turer, Stephen, Ryan | I | DIRECTOR | NA | Control |
| Turer, Stephen, Ryan | I | DIRECTOR | NA | Control |
| Turer, Stephen, Ryan | I | DIRECTOR | NA | Control |
| Turer, Stephen, Ryan | I | DIRECTOR | NA | Control |
| Turer, Stephen, Ryan | I | DIRECTOR | NA | Control |
| Turer, Stephen, Ryan | I | DIRECTOR | NA | Control |
| WEISS, DAVID, ALLEN | I | ASSISTANT VICE PRESIDENT | NA | Control |
| WEISS, DAVID, ALLEN | I | ASSISTANT VICE PRESIDENT | NA | Control |
| WEISS, DAVID, ALLEN | I | VICE PRESIDENT | NA | Control |
| WEISS, DAVID, ALLEN | I | ASSISTANT VICE PRESIDENT | NA | Control |
| WEISS, DAVID, ALLEN | I | ASSISTANT VICE PRESIDENT | NA | Control |
| WEISS, DAVID, ALLEN | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| WEISS, DAVID, ALLEN | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| WEISS, DAVID, ALLEN | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| WEISS, DAVID, ALLEN | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| WESTON, JOHN, ARTHUR | I | VICE PRESIDENT & TREASURER | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT & TREASURER | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT & TREASURER | NA | Control |
| WESTON, JOHN, ARTHUR | I | TREASURER | NA | Control |
| WESTON, JOHN, ARTHUR | I | VICE PRESIDENT & TREASURER | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | TREASURER | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WESTON, JOHN, ARTHUR | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| WHITELAW, JILL, ROSE | I | SECRETARY | NA | Control |
| WHITELAW, JILL, ROSE | I | CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| WHITELAW, JILL, ROSE | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| WHITELAW, JILL, ROSE | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| WHITELAW, JILL, ROSE | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| WHITELAW, JILL, ROSE | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| WHITELAW, JILL, ROSE | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| WHITELAW, JILL, ROSE | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| WHITELAW, JILL, ROSE | I | VICE PRESIDENT, CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| YELTON, EMERY, JAY | I | DIRECTOR | NA | Control |
| JEFFERSON-PILOT CORPORATION | DE | STOCKHOLDER/PARENT COMPANY | E | Control |
| JEFFERSON-PILOT CORPORATION | DE | STOCKHOLDER | E | Control |
| JEFFERSON-PILOT CORPORATION | DE | STOCKHOLDER/PARENT COMPANY | E | Control |
| JEFFERSON-PILOT CORPORATION | DE | STOCKHOLDER/PARENT COMPANY | E | Control |
| LINCOLN JP HOLDINGS LP (SUBSIDIARY OF LINCOLN NATIONAL CORP.) | DE | PARENT COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | PARENT COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | PARENT COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | PARENT COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | PARENT COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | PARENT COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | PARENT COMPANY | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | DE | PARENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
| LINCOLN NATIONAL CORPORATION | DE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | E | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (3)
IN NH TN
Address
150 N. RADNOR - CHESTER RDRADNOR, PA 19087
United States
Phone: 484-583-2607