Shashi Mehrotra appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Shashi Mehrotra appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-09-09 | Form ADV | LINCOLN INVESTMENT PLANNING, LLC | SENIOR VICE-PRESIDENT, CHIEF INVESTMENT OFFICER | FORT WASHINGTON, PA |
| 2025-09-09 | Form ADV | CAPITAL ANALYSTS, LLC | SENIOR VICE-PRESIDENT, CHIEF INVESTMENT OFFICER | FORT WASHINGTON, PA |