# JACOB T GORMAN

JACOB T GORMAN is an investment adviser representative (IAR) with state registration records since 2023, appearing at 4 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, K2 FINANCIAL INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [K2 FINANCIAL INC.](https://search.stillhousedata.com/firm/300913) | 2023-11-22 | present | Yes |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2023-11-16 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2023-10-02 | 2023-10-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2023-01-20 | 2023-08-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7639671)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7639671.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.