MEHROTRA SHASHI appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MEHROTRA SHASHI appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LINCOLN INVESTMENT PLANNING, LLC | SR VICE-PRESIDENT, CHIEF INVESTMENT STRATEGIST | FORT WASHINGTON, PA |
| — | Form ADV | LEGEND ADVISORY, LLC | SENIOR VICE PRESIDENT/ CIO | PALM BEACH GARDENS, FL |