PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:01 AM ET

Sponsor Check › Person

Jayson R Bronchetti

Related person on Form D filings · address states as listed: PA, IN · listed Dec 13, 2022 → Dec 17, 2024

5issuers
15Form D filings
2022–2024years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

Not yet searched.

Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

Not yet searched.

Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

15 of 15 offerings report sales commissions totalling $259,316,240; 0 report finder's fees; 0 report proceeds to related persons.

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Dec 17, 2024 D
File 021-532307
$98,449,428$0$0
As an issuer of the variable life insurance policies, The Lincoln National Life Ins. Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds.
Andrew P. Kraus BrokerCheck CRD 2180309 ↗
via Merrill Lynch (CRD 7691 ↗)

William E. Schantz II BrokerCheck CRD 1923047 ↗
via M. Holdings Securities, Inc. (CRD 43285 ↗)

William J. Folan BrokerCheck CRD 1881520 ↗
via Executive Services Securities, Inc. (CRD 25299 ↗)

Raymond Vandegrift, Sr BrokerCheck CRD 4384430 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Jimmy Edwards BrokerCheck CRD 4342552 ↗
via M. Holdings Securities, Inc. (CRD 43285 ↗)

Brian J. Burns BrokerCheck CRD 1548913 ↗
via Morgan Stanley DW Inc (CRD 149777 ↗)

Michael D. Marchiano BrokerCheck CRD 4663748 ↗
via Morgan Stanley DW Inc. (CRD 149777 ↗)

Eric Wittenmyer BrokerCheck CRD 2409548 ↗
via AON Executive Benefits, Inc. (CRD 4138 ↗)

Peter T. Scott BrokerCheck CRD 4013005 ↗
via MMA Securities (CRD 44254 ↗)

Michael D. Shannon BrokerCheck CRD 1314743 ↗
via The Newport Group, Inc. (CRD 29722 ↗)

Charles Steinberg BrokerCheck CRD 1624429 ↗
via Aon Consulting, Inc. (CRD 4138 ↗)

Randall Craig Long BrokerCheck CRD 1147693 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

William R. Holton BrokerCheck CRD 1034277 ↗
via Northwestern Mutual Investment Services (CRD 2881 ↗)

John Teti BrokerCheck CRD 1018336 ↗
via AXA Advisors (CRD 6627 ↗)

George V. Blaha BrokerCheck CRD 1611833 ↗
via Northwestern Mutual Investment Services (CRD 2881 ↗)

Bruce Hamilton Brownwell BrokerCheck CRD 1779959 ↗
via Lion Street Financial (CRD 165828 ↗)

Brian Donofry BrokerCheck CRD 2820997 ↗
via Kestra Investments (CRD 42046 ↗)

James S Bosely BrokerCheck CRD 4498362 ↗
via M. Holdings Securities Inc. (CRD 43285 ↗)

Nick Della Vedova BrokerCheck CRD 2884873 ↗
via NFP Securities (CRD 42046 ↗)

Robert C. Whittington BrokerCheck CRD 2661019 ↗
via UBS Financial Services (CRD 8174 ↗)

Gary Block BrokerCheck CRD 1666471 ↗
via Triad Advisors (CRD 25803 ↗)

Gavin E. Blaha BrokerCheck CRD 6305001 ↗
via Northwestern Mutual Investments Services, LLC (CRD 2881 ↗)

Trent Sanden BrokerCheck CRD 2877664 ↗
via UBS Financial Services (CRD 8174 ↗)

John M. Nash BrokerCheck CRD 2710517 ↗
via Merrill Lynch (CRD 7691 ↗)

Maurice Storch BrokerCheck CRD 2555824 ↗
via Merrill Lynch (CRD 7691 ↗)

Andrew Wilshinsky BrokerCheck CRD 2153192 ↗
via Morgan Stanley (CRD 149777 ↗)

Scott Lane BrokerCheck CRD 1909638 ↗
via Northwester Mutual Investment Services (CRD 2881 ↗)

Shawn Hintz BrokerCheck CRD 2626246 ↗
via UBS Financial Services (CRD 8174 ↗)

Joseph Notarfrancesco BrokerCheck CRD 6006136 ↗
via Morgan Stanley (CRD 149777 ↗)

David Cammack BrokerCheck CRD 2752356 ↗
via Newport Group Securities (CRD 29722 ↗)

Adam C. Monson BrokerCheck CRD 6037491 ↗
via Valmark Securities, Inc (CRD 31243 ↗)

Andrew P. Arigo BrokerCheck CRD 2949837 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

Kirk Penland BrokerCheck CRD 3203257 ↗
via VOYA Financial Partners (CRD 34815 ↗)

Corby N. Dall BrokerCheck CRD 2060321 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Bryant Kirk BrokerCheck CRD 1049653 ↗
via Capacuity Securities, Inc. (CRD 15384 ↗)

Phillip L. Currie, Jr. BrokerCheck CRD 1942867 ↗
via Valmark Securities (CRD 31243 ↗)

Rhonda Miller BrokerCheck CRD 2817273 ↗
via M. Holdings Securities, Inc. (CRD 43285 ↗)

Mihir Patel BrokerCheck CRD 4587238 ↗
via Morgan Stanley (CRD 149777 ↗)

Eric Wilson Bailey BrokerCheck CRD 2327900 ↗
via Capfinancial Securities (CRD 126291 ↗)

Brian M. Sharkey BrokerCheck CRD 1623328 ↗
via AXA Advisors (CRD 6627 ↗)

Robert J. Rainey BrokerCheck CRD 1794685 ↗
via Lion Street Financial (CRD 165828 ↗)

Kenneith G. Gibson BrokerCheck CRD 1192002 ↗
via Lion Street Financial (CRD 165828 ↗)

Craig A. Rutledge BrokerCheck CRD 1800720 ↗
via Lion Street Financial (CRD 16528 ↗)

Kelley F. Snook BrokerCheck CRD 2437169 ↗
via Triad Advisors (CRD 25803 ↗)

Thomas E. Miller BrokerCheck CRD 856008 ↗
via Lion Street Financial (CRD 165828 ↗)

Sean P. Devlin BrokerCheck CRD 2782108 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

Andrew A. Goldman BrokerCheck CRD 1023255 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Andrew D. Rubin BrokerCheck CRD 1009086 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Anthony E. Vandervort BrokerCheck CRD 1744783 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

George W. Karr Jr. BrokerCheck CRD 264570 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Curt Williams Burris BrokerCheck CRD 2751954 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

Michael D. Whitehurst BrokerCheck CRD 2609943 ↗
via Merrill Lynch, Pierce, Fenner & Smith (CRD 7691 ↗)

Michael W. Kozemchak BrokerCheck CRD 2717038 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Fred Hill BrokerCheck CRD 3035352 ↗
via Executive Services Securities, LLC (CRD 25299 ↗)

Michael E. Nolan BrokerCheck CRD 1157483 ↗
via LFA (CRD 3978 ↗)

Patricia S. Wenzel BrokerCheck CRD 2208651 ↗
via Merrill Lynch (CRD 7691 ↗)

Diane Hart BrokerCheck CRD 3058773 ↗
via UBS Financial (CRD 8174 ↗)

Luther Lockwood II BrokerCheck CRD 2082331 ↗
via M Holdings Securities (CRD 43285 ↗)

Paul Stephens BrokerCheck CRD 220491 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Roger Cammon BrokerCheck CRD 1055486 ↗
via M Holdings Securities (CRD 43285 ↗)

Peter Quinn BrokerCheck CRD 4545901 ↗
via Wells Fargo Clearing Services (CRD 19616 ↗)

George Chirayil BrokerCheck CRD 5951603 ↗
via Triad Advisors (CRD 25803 ↗)

Andrew L. Kuchera BrokerCheck CRD 6690625 ↗
via Triad Advisors (CRD 25803 ↗)

Suzette Clark BrokerCheck CRD 3153620 ↗
via Lockton Financial Advisors (CRD 137476 ↗)

Kenneth Depaola BrokerCheck CRD 6312756 ↗
via Valmark Securities, Inc. (CRD 31243 ↗)

Scott McGee BrokerCheck CRD 4768668 ↗
via Newport Group Securities (CRD 29722 ↗)

Gordon Thomas Chisholm BrokerCheck CRD 2938261 ↗
via Valmark Securities (CRD 31243 ↗)

Jesse Amarillas BrokerCheck CRD 2755739 ↗
via UBS Financial (CRD 8174 ↗)

Lucia Fiumara BrokerCheck CRD 2844301 ↗
via UBS Financial (CRD 8174 ↗)

Scott John Seibel BrokerCheck CRD 4047361 ↗
via Capacuity Securities, Inc. (CRD 15384 ↗)

Adriano James Pisarri BrokerCheck CRD 5686886 ↗
via AXA Network (CRD 6627 ↗)

Howard Adcock BrokerCheck CRD 2861943 ↗
via Kestra (CRD 42046 ↗)

Kevin Segal BrokerCheck CRD 3092034 ↗
via M Holdings (CRD 43285 ↗)

Mark McCullough BrokerCheck CRD 2553351 ↗
via M Holdings (CRD 43285 ↗)

Russell McMillian BrokerCheck CRD 4359650 ↗
via M Holdidngs (CRD 43285 ↗)

Kevin Edward Kelly BrokerCheck CRD 4585056 ↗
via Newport Group (CRD 29722 ↗)

Alex Chivarsky BrokerCheck CRD 5108596 ↗
via UBS Financial (CRD 8174 ↗)

Brian Thomas Rodger BrokerCheck CRD 6937679 ↗
via AXA Network (CRD 6627 ↗)

Walker W. Shiflet BrokerCheck CRD 5527658 ↗
via Merrill Lynch (CRD 7691 ↗)

Thomas Mingone BrokerCheck CRD 1987602 ↗
via AXA Network (CRD 6627 ↗)

Christopher Hannan Nuyland BrokerCheck CRD 1613008 ↗
via Valmark Securities (CRD 31243 ↗)

Andrew Lyon Hart BrokerCheck CRD 4253077 ↗
via LPL Financial (CRD 6413 ↗)

Kenneth Alan Kirk BrokerCheck CRD 735308 ↗
via Lion Street Financial (CRD 165828 ↗)

Eric Robert Przybilla BrokerCheck CRD 3183554 ↗
via Newport Group Securities (CRD 29722 ↗)

Paul Gordon Walmsley BrokerCheck CRD 6862301 ↗
via Morgan Stanley (CRD 149777 ↗)

Shawn Anthony Besser BrokerCheck CRD 5907215 ↗
via M. Holdings Securities (CRD 43285 ↗)

Richard David Fritz, Jr. BrokerCheck CRD 2460475 ↗
via Northwestern Mutual Investments (CRD 2881 ↗)

Patrick Joseph Marget BrokerCheck CRD 4138813 ↗
via Northwestern Mutual Investments (CRD 2881 ↗)

Garrett Moore Blaha BrokerCheck CRD 6193865 ↗
via Northwestern Mutual Investments (CRD 2881 ↗)

David Sears BrokerCheck CRD 5116777 ↗
via UPS Financial Services (CRD 8174 ↗)

Ryan Michael Stover BrokerCheck CRD 4892742 ↗
via MMA Securities (CRD 44254 ↗)
EDGAR ↗Dec 10, 2024 D
File 021-531583
$65,255$0$0
As the issuer of the variable life insurance policies, The Lincoln Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds
Joseph L. Carpenter BrokerCheck CRD 2361166 ↗
via NFP Securities (CRD 42046 ↗)

Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Securities (CRD 42046 ↗)
EDGAR ↗Dec 10, 2024 D
File 021-531586
$383,401$0$0
As issuer of the variable life insurance policies, The Lincoln National Life Insurance Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceed
Joseph L. Carpenter BrokerCheck CRD 2361166 ↗
via NFP Securities (CRD 42046 ↗)

Peter Menihan BrokerCheck CRD 715261 ↗
via Cetera Advisors (CRD 10299 ↗)

Charles R. Dudley, II BrokerCheck CRD 845914 ↗
via UVEST Investment Services (CRD 13787 ↗)

James T. Bethea BrokerCheck CRD 1420104 ↗
via Securities America, Inc. (CRD 10205 ↗)

William J. Lynch III BrokerCheck CRD 1060714 ↗
via Lynch & Associates (CRD 140762 ↗)

Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Securities (CRD 42046 ↗)
EDGAR ↗Dec 10, 2024 D
File 021-531589
$1,353,164$0$0
As issuer of the variable life insurance policies, The Lincoln National Life Insurance Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any protion of the gross offering proceed
Douglas George BrokerCheck CRD 2519257 ↗
via ProEquities (CRD 15708 ↗)

William Borchert BrokerCheck CRD 1057817 ↗
via J. Alden Associates, Inc (CRD 40002 ↗)

James Cole BrokerCheck CRD 2941597 ↗
via Bosc, Inc. (CRD 17530 ↗)

Jeffrey Davis BrokerCheck CRD 2187246 ↗
via M. Holdings Securites (CRD 43285 ↗)

Joseph L. Carpenter BrokerCheck CRD 2361166 ↗
via NFP Securities (CRD 42046 ↗)

Geoffrey L. Bradley BrokerCheck CRD 1491479 ↗
via Transamerica Financial Advisors, Inc. (CRD 16164 ↗)

Paul J. Scioli BrokerCheck CRD 1448021 ↗
via MML Investors Services, Inc. (CRD 10409 ↗)

James Bethea BrokerCheck CRD 1420104 ↗
via Securities America, INc. (CRD 10205 ↗)

James R. Wagner, Jr. BrokerCheck CRD 1443094 ↗
via Capital Analysts (CRD 5478 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities Inc. (CRD 42046 ↗)

Charles R. Dudley II BrokerCheck CRD 845914 ↗
via UVEST Investment Services (CRD 13787 ↗)

Bruce Hlavacek BrokerCheck CRD 2777274 ↗
via The Leaders Group (CRD 37157 ↗)

Carol W. Linker BrokerCheck CRD 1545247 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Peter Menihan BrokerCheck CRD 715261 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Thomas E. Reece BrokerCheck CRD 2375520 ↗
via Transamerica Financial Advisors, Inc. (CRD 45527 ↗)

David A. Soczek BrokerCheck CRD 2316655 ↗
via ProEquities, Inc. (CRD 15708 ↗)

Robert C. Ernst BrokerCheck CRD 1039569 ↗
via NFP Securities (CRD 42046 ↗)

Stephen L. Coale BrokerCheck CRD 1292536 ↗
via Amherst Securities Group, L.P. (CRD 150696 ↗)

Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Executive Benefits (CRD 42046 ↗)
EDGAR ↗Dec 10, 2024 D
File 021-531592
$797,299$0$0
As an issuer of the variable life insurance policies, The Lincoln National Life Ins.Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds.
Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Securities (CRD 42046 ↗)

Joseph L. Carpenter BrokerCheck CRD 236116 ↗
via NFP Securities (CRD 42046 ↗)

William J. Lynch III BrokerCheck CRD 1060714 ↗
via Lynch & Associates (CRD 140762 ↗)

Eric Naison-Philips BrokerCheck CRD 5155539 ↗
via M HoldingsSecurities Inc. (CRD 43285 ↗)
EDGAR ↗Dec 20, 2023 D
File 021-500240
$86,385,464$0$0
As an issuer of the variable life insurance policies, The Lincoln National Life Ins. Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds.
Andrew P. Kraus BrokerCheck CRD 2180309 ↗
via Merrill Lynch (CRD 7691 ↗)

William E. Schantz II BrokerCheck CRD 1923047 ↗
via M. Holdings Securities, Inc. (CRD 43285 ↗)

William J. Folan BrokerCheck CRD 1881520 ↗
via Executive Services Securities, Inc. (CRD 25299 ↗)

Raymond Vandegrift, Sr BrokerCheck CRD 4384430 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Jimmy Edwards BrokerCheck CRD 4342552 ↗
via M. Holdings Securities, Inc. (CRD 43285 ↗)

Brian J. Burns BrokerCheck CRD 1548913 ↗
via Morgan Stanley DW Inc (CRD 149777 ↗)

Michael D. Marchiano BrokerCheck CRD 4663748 ↗
via Morgan Stanley DW Inc. (CRD 149777 ↗)

Eric Wittenmyer BrokerCheck CRD 2409548 ↗
via AON Executive Benefits, Inc. (CRD 4138 ↗)

Peter T. Scott BrokerCheck CRD 4013005 ↗
via MMA Securities (CRD 44254 ↗)

Michael D. Shannon BrokerCheck CRD 1314743 ↗
via The Newport Group, Inc. (CRD 29722 ↗)

Charles Steinberg BrokerCheck CRD 1624429 ↗
via Aon Consulting, Inc. (CRD 4138 ↗)

Randall Craig Long BrokerCheck CRD 1147693 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

William R. Holton BrokerCheck CRD 1034277 ↗
via Northwestern Mutual Investment Services (CRD 2881 ↗)

John Teti BrokerCheck CRD 1018336 ↗
via AXA Advisors (CRD 6627 ↗)

George V. Blaha BrokerCheck CRD 1611833 ↗
via Northwestern Mutual Investment Services (CRD 2881 ↗)

Bruce Hamilton Brownwell BrokerCheck CRD 1779959 ↗
via Lion Street Financial (CRD 165828 ↗)

Brian Donofry BrokerCheck CRD 2820997 ↗
via Kestra Investments (CRD 42046 ↗)

James S Bosely BrokerCheck CRD 4498362 ↗
via M. Holdings Securities Inc. (CRD 43285 ↗)

Nick Della Vedova BrokerCheck CRD 2884873 ↗
via NFP Securities (CRD 42046 ↗)

Robert C. Whittington BrokerCheck CRD 2661019 ↗
via UBS Financial Services (CRD 8174 ↗)

Thomas J. Cleary BrokerCheck CRD 1506072 ↗
via UBS Financial Services (CRD 8174 ↗)

Gary Block BrokerCheck CRD 1666471 ↗
via Triad Advisors (CRD 25803 ↗)

Gavin E. Blaha BrokerCheck CRD 6305001 ↗
via Northwestern Mutual Investments Services, LLC (CRD 2881 ↗)

Trent Sanden BrokerCheck CRD 2877664 ↗
via UBS Financial Services (CRD 8174 ↗)

John M. Nash BrokerCheck CRD 2710517 ↗
via Merrill Lynch (CRD 7691 ↗)

Maurice Storch BrokerCheck CRD 2555824 ↗
via Merrill Lynch (CRD 7691 ↗)

Andrew Wilshinsky BrokerCheck CRD 2153192 ↗
via Morgan Stanley (CRD 149777 ↗)

Scott Lane BrokerCheck CRD 1909638 ↗
via Northwester Mutual Investment Services (CRD 2881 ↗)

Shawn Hintz BrokerCheck CRD 2626246 ↗
via UBS Financial Services (CRD 8174 ↗)

Joseph Notarfrancesco BrokerCheck CRD 6006136 ↗
via Morgan Stanley (CRD 149777 ↗)

David Cammack BrokerCheck CRD 2752356 ↗
via Newport Group Securities (CRD 29722 ↗)

Adam C. Monson BrokerCheck CRD 6037491 ↗
via Valmark Securities, Inc (CRD 31243 ↗)

Andrew P. Arigo BrokerCheck CRD 2949837 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

John B. Mott BrokerCheck CRD 717201 ↗
via Morgan Stanley & Co (CRD 8209 ↗)

Kirk Penland BrokerCheck CRD 3203257 ↗
via VOYA Financial Partners (CRD 34815 ↗)

Corby N. Dall BrokerCheck CRD 2060321 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Bryant Kirk BrokerCheck CRD 1049653 ↗
via Capacuity Securities, Inc. (CRD 15384 ↗)

Phillip L. Currie, Jr. BrokerCheck CRD 1942867 ↗
via Valmark Securities (CRD 31243 ↗)

Rhonda Miller BrokerCheck CRD 2817273 ↗
via M. Holdings Securities, Inc. (CRD 43285 ↗)

Mihir Patel BrokerCheck CRD 4587238 ↗
via Morgan Stanley (CRD 149777 ↗)

Eric Wilson Bailey BrokerCheck CRD 2327900 ↗
via Capfinancial Securities (CRD 126291 ↗)

Brian M. Sharkey BrokerCheck CRD 1623328 ↗
via AXA Advisors (CRD 6627 ↗)

Robert J. Rainey BrokerCheck CRD 1794685 ↗
via Lion Street Financial (CRD 165828 ↗)

Kenneith G. Gibson BrokerCheck CRD 1192002 ↗
via Lion Street Financial (CRD 165828 ↗)

Craig A. Rutledge BrokerCheck CRD 1800720 ↗
via Lion Street Financial (CRD 16528 ↗)

Kelley F. Snook BrokerCheck CRD 2437169 ↗
via Triad Advisors (CRD 25803 ↗)

Thomas E. Miller BrokerCheck CRD 856008 ↗
via Lion Street Financial (CRD 165828 ↗)

Sean P. Devlin BrokerCheck CRD 2782108 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

Andrew A. Goldman BrokerCheck CRD 1023255 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Andrew D. Rubin BrokerCheck CRD 1009086 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Anthony E. Vandervort BrokerCheck CRD 1744783 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

George W. Karr Jr. BrokerCheck CRD 264570 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Curt Williams Burris BrokerCheck CRD 2751954 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

Michael D. Whitehurst BrokerCheck CRD 2609943 ↗
via Merrill Lynch, Pierce, Fenner & Smith (CRD 7691 ↗)

Michael W. Kozemchak BrokerCheck CRD 2717038 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Fred Hill BrokerCheck CRD 3035352 ↗
via Executive Services Securities, LLC (CRD 25299 ↗)

Michael E. Nolan BrokerCheck CRD 1157483 ↗
via LFA (CRD 3978 ↗)

Patricia S. Wenzel BrokerCheck CRD 2208651 ↗
via Merrill Lynch (CRD 7691 ↗)

Diane Hart BrokerCheck CRD 3058773 ↗
via UBS Financial (CRD 8174 ↗)

Luther Lockwood II BrokerCheck CRD 2082331 ↗
via M Holdings Securities (CRD 43285 ↗)

Paul Stephens BrokerCheck CRD 220491 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Roger Cammon BrokerCheck CRD 1055486 ↗
via M Holdings Securities (CRD 43285 ↗)

Peter Quinn BrokerCheck CRD 4545901 ↗
via Wells Fargo Clearing Services (CRD 19616 ↗)

George Chirayil BrokerCheck CRD 5951603 ↗
via Triad Advisors (CRD 25803 ↗)

Andrew L. Kuchera BrokerCheck CRD 6690625 ↗
via Triad Advisors (CRD 25803 ↗)

Suzette Clark BrokerCheck CRD 3153620 ↗
via Lockton Financial Advisors (CRD 137476 ↗)

Kenneth Depaola BrokerCheck CRD 6312756 ↗
via Valmark Securities, Inc. (CRD 31243 ↗)

Scott McGee BrokerCheck CRD 4768668 ↗
via Newport Group Securities (CRD 29722 ↗)

Gordon Thomas Chisholm BrokerCheck CRD 2938261 ↗
via Valmark Securities (CRD 31243 ↗)

Jesse Amarillas BrokerCheck CRD 2755739 ↗
via UBS Financial (CRD 8174 ↗)

Lucia Fiumara BrokerCheck CRD 2844301 ↗
via UBS Financial (CRD 8174 ↗)

Scott John Seibel BrokerCheck CRD 4047361 ↗
via Capacuity Securities, Inc. (CRD 15384 ↗)

Adriano James Pisarri BrokerCheck CRD 5686886 ↗
via AXA Network (CRD 6627 ↗)

Howard Adcock BrokerCheck CRD 2861943 ↗
via Kestra (CRD 42046 ↗)

Kevin Segal BrokerCheck CRD 3092034 ↗
via M Holdings (CRD 43285 ↗)

Mark McCullough BrokerCheck CRD 2553351 ↗
via M Holdings (CRD 43285 ↗)

Russell McMillian BrokerCheck CRD 4359650 ↗
via M Holdidngs (CRD 43285 ↗)

Kevin Edward Kelly BrokerCheck CRD 4585056 ↗
via Newport Group (CRD 29722 ↗)

Alex Chivarsky BrokerCheck CRD 5108596 ↗
via UBS Financial (CRD 8174 ↗)

Brian Thomas Rodger BrokerCheck CRD 6937679 ↗
via AXA Network (CRD 6627 ↗)

Walker W. Shiflet BrokerCheck CRD 5527658 ↗
via Merrill Lynch (CRD 7691 ↗)

Thomas Mingone BrokerCheck CRD 1987602 ↗
via AXA Network (CRD 6627 ↗)

Christopher Hannan Nuyland BrokerCheck CRD 1613008 ↗
via Valmark Securities (CRD 31243 ↗)

Andrew Lyon Hart BrokerCheck CRD 4253077 ↗
via LPL Financial (CRD 6413 ↗)

Kenneth Alan Kirk BrokerCheck CRD 735308 ↗
via Lion Street Financial (CRD 165828 ↗)

Eric Robert Przybilla BrokerCheck CRD 3183554 ↗
via Newport Group Securities (CRD 29722 ↗)

Paul Gordon Walmsley BrokerCheck CRD 6862301 ↗
via Morgan Stanley (CRD 149777 ↗)

Shawn Anthony Besser BrokerCheck CRD 5907215 ↗
via M. Holdings Securities (CRD 43285 ↗)

Richard David Fritz, Jr. BrokerCheck CRD 2460475 ↗
via Northwestern Mutual Investments (CRD 2881 ↗)

Patrick Joseph Marget BrokerCheck CRD 4138813 ↗
via Northwestern Mutual Investments (CRD 2881 ↗)

Garrett Moore Blaha BrokerCheck CRD 6193865 ↗
via Northwestern Mutual Investments (CRD 2881 ↗)

David Sears BrokerCheck CRD 5116777 ↗
via UPS Financial Services (CRD 8174 ↗)

Ryan Michael Stover BrokerCheck CRD 4892742 ↗
via MMA Securities (CRD 44254 ↗)
EDGAR ↗Dec 19, 2023 D
File 021-500067
$57,171$0$0
As the issuer of the variable life insurance policies, The Lincoln Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds
Joseph L. Carpenter BrokerCheck CRD 2361166 ↗
via NFP Securities (CRD 42046 ↗)

Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Securities (CRD 42046 ↗)
EDGAR ↗Dec 19, 2023 D
File 021-500069
$362,401$0$0
As issuer of the variable life insurance policies, The Lincoln National Life Insurance Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceed
Kevin L. Kaeding BrokerCheck CRD 1238291 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Joseph L. Carpenter BrokerCheck CRD 2361166 ↗
via NFP Securities (CRD 42046 ↗)

Peter Menihan BrokerCheck CRD 715261 ↗
via Cetera Advisors (CRD 10299 ↗)

Charles R. Dudley, II BrokerCheck CRD 845914 ↗
via UVEST Investment Services (CRD 13787 ↗)

James T. Bethea BrokerCheck CRD 1420104 ↗
via Securities America, Inc. (CRD 10205 ↗)

William J. Lynch III BrokerCheck CRD 1060714 ↗
via Lynch & Associates (CRD 140762 ↗)

Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Securities (CRD 42046 ↗)
EDGAR ↗Dec 19, 2023 D
File 021-500075
$1,188,362$0$0
As issuer of the variable life insurance policies, The Lincoln National Life Insurance Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any protion of the gross offering proceed
Douglas George BrokerCheck CRD 2519257 ↗
via ProEquities (CRD 15708 ↗)

William Borchert BrokerCheck CRD 1057817 ↗
via J. Alden Associates, Inc (CRD 40002 ↗)

James Cole BrokerCheck CRD 2941597 ↗
via Bosc, Inc. (CRD 17530 ↗)

Jeffrey Davis BrokerCheck CRD 2187246 ↗
via M. Holdings Securites (CRD 43285 ↗)

Joseph L. Carpenter BrokerCheck CRD 2361166 ↗
via NFP Securities (CRD 42046 ↗)

Geoffrey L. Bradley BrokerCheck CRD 1491479 ↗
via Transamerica Financial Advisors, Inc. (CRD 16164 ↗)

Paul J. Scioli BrokerCheck CRD 1448021 ↗
via MML Investors Services, Inc. (CRD 10409 ↗)

James Bethea BrokerCheck CRD 1420104 ↗
via Securities America, INc. (CRD 10205 ↗)

James R. Wagner, Jr. BrokerCheck CRD 1443094 ↗
via Capital Analysts (CRD 5478 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities Inc. (CRD 42046 ↗)

Charles R. Dudley II BrokerCheck CRD 845914 ↗
via UVEST Investment Services (CRD 13787 ↗)

Bruce Hlavacek BrokerCheck CRD 2777274 ↗
via The Leaders Group (CRD 37157 ↗)

Carol W. Linker BrokerCheck CRD 1545247 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Peter Menihan BrokerCheck CRD 715261 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Thomas E. Reece BrokerCheck CRD 2375520 ↗
via Transamerica Financial Advisors, Inc. (CRD 45527 ↗)

David A. Soczek BrokerCheck CRD 2316655 ↗
via ProEquities, Inc. (CRD 15708 ↗)

Robert C. Ernst BrokerCheck CRD 1039569 ↗
via NFP Securities (CRD 42046 ↗)

Stephen L. Coale BrokerCheck CRD 1292536 ↗
via Amherst Securities Group, L.P. (CRD 150696 ↗)

Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Executive Benefits (CRD 42046 ↗)
EDGAR ↗Dec 19, 2023 D
File 021-500079
$702,520$0$0
As an issuer of the variable life insurance policies, The Lincoln National Life Ins.Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds.
Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Securities (CRD 42046 ↗)

Joseph L. Carpenter BrokerCheck CRD 236116 ↗
via NFP Securities (CRD 42046 ↗)

William J. Lynch III BrokerCheck CRD 1060714 ↗
via Lynch & Associates (CRD 140762 ↗)

Eric Naison-Philips BrokerCheck CRD 5155539 ↗
via M HoldingsSecurities Inc. (CRD 43285 ↗)
EDGAR ↗Dec 28, 2022 D
File 021-468922
$67,543,370$0$0
As an issuer of the variable life insurance policies, The Lincoln National Life Ins. Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds.
Andrew P. Kraus BrokerCheck CRD 2180309 ↗
via Merrill Lynch (CRD 7691 ↗)

William E. Schantz II BrokerCheck CRD 1923047 ↗
via M. Holdings Securities, Inc. (CRD 43285 ↗)

William J. Folan BrokerCheck CRD 1881520 ↗
via Executive Services Securities, Inc. (CRD 25299 ↗)

Raymond Vandegrift, Sr BrokerCheck CRD 4384430 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Jimmy Edwards BrokerCheck CRD 4342552 ↗
via M. Holdings Securities, Inc. (CRD 43285 ↗)

Brian J. Burns BrokerCheck CRD 1548913 ↗
via Morgan Stanley DW Inc (CRD 149777 ↗)

Michael D. Marchiano BrokerCheck CRD 4663748 ↗
via Morgan Stanley DW Inc. (CRD 149777 ↗)

Eric Wittenmyer BrokerCheck CRD 2409548 ↗
via AON Executive Benefits, Inc. (CRD 4138 ↗)

Peter T. Scott BrokerCheck CRD 4013005 ↗
via MMA Securities (CRD 44254 ↗)

Michael D. Shannon BrokerCheck CRD 1314743 ↗
via The Newport Group, Inc. (CRD 29722 ↗)

Charles Steinberg BrokerCheck CRD 1624429 ↗
via Aon Consulting, Inc. (CRD 4138 ↗)

David W. Stecher BrokerCheck CRD 1594959 ↗
via NFP Securities (CRD 42046 ↗)

William R. Holton BrokerCheck CRD 1034277 ↗
via Northwestern Mutual Investment Services (CRD 2881 ↗)

John Teti BrokerCheck CRD 1018336 ↗
via AXA Advisors (CRD 6627 ↗)

George V. Blaha BrokerCheck CRD 1611833 ↗
via Northwestern Mutual Investment Services (CRD 2881 ↗)

Bruce Hamilton Brownwell BrokerCheck CRD 1779959 ↗
via Lion Street Financial (CRD 165828 ↗)

Brian Donofry BrokerCheck CRD 2820997 ↗
via Kestra Investments (CRD 42046 ↗)

James S Bosely BrokerCheck CRD 4498362 ↗
via M. Holdings Securities Inc. (CRD 43285 ↗)

Nick Della Vedova BrokerCheck CRD 2884873 ↗
via NFP Securities (CRD 42046 ↗)

Robert C. Whittington BrokerCheck CRD 2661019 ↗
via UBS Financial Services (CRD 8174 ↗)

Thomas J. Cleary BrokerCheck CRD 1506072 ↗
via UBS Financial Services (CRD 8174 ↗)

Gary Block BrokerCheck CRD 1666471 ↗
via Triad Advisors (CRD 25803 ↗)

William Schantz BrokerCheck CRD 1923047 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Trent Sanden BrokerCheck CRD 2877664 ↗
via UBS Financial Services (CRD 8174 ↗)

John M. Nash BrokerCheck CRD 2710517 ↗
via Merrill Lynch (CRD 7691 ↗)

Maurice Storch BrokerCheck CRD 2555824 ↗
via Merrill Lynch (CRD 7691 ↗)

Andrew Wilshinsky BrokerCheck CRD 2153192 ↗
via Morgan Stanley (CRD 149777 ↗)

Scott Lane BrokerCheck CRD 1909638 ↗
via Northwester Mutual Investment Services (CRD 2881 ↗)

Shawn Hintz BrokerCheck CRD 2626246 ↗
via UBS Financial Services (CRD 8174 ↗)

Joseph Notarfrancesco BrokerCheck CRD 6006136 ↗
via Morgan Stanley (CRD 149777 ↗)

David Cammack BrokerCheck CRD 2752356 ↗
via Newport Group Securities (CRD 29722 ↗)

Adam C. Monson BrokerCheck CRD 6037491 ↗
via Valmark Securities, Inc (CRD 31243 ↗)

Andrew P. Arigo BrokerCheck CRD 2949837 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

John B. Mott BrokerCheck CRD 717201 ↗
via Morgan Stanley & Co (CRD 8209 ↗)

Kirk Penland BrokerCheck CRD 3203257 ↗
via VOYA Financial Partners (CRD 34815 ↗)

Corby N. Dall BrokerCheck CRD 2060321 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Bryant Kirk BrokerCheck CRD 1049653 ↗
via Capacuity Securities, Inc. (CRD 15384 ↗)

Phillip L. Currie, Jr. BrokerCheck CRD 1942867 ↗
via Valmark Securities (CRD 31243 ↗)

Rhonda Miller BrokerCheck CRD 2817273 ↗
via M. Holdings Securities, Inc. (CRD 43285 ↗)

Mihir Patel BrokerCheck CRD 4587238 ↗
via Morgan Stanley (CRD 149777 ↗)

Eric Wilson Bailey BrokerCheck CRD 2327900 ↗
via Capfinancial Securities (CRD 126291 ↗)

Brian M. Sharkey BrokerCheck CRD 1623328 ↗
via AXA Advisors (CRD 6627 ↗)

Robert J. Rainey BrokerCheck CRD 1794685 ↗
via Lion Street Financial (CRD 165828 ↗)

Kenneith G. Gibson BrokerCheck CRD 1192002 ↗
via Lion Street Financial (CRD 165828 ↗)

Craig A. Rutledge BrokerCheck CRD 1800720 ↗
via Lion Street Financial (CRD 16528 ↗)

Kelley F. Snook BrokerCheck CRD 2437169 ↗
via Triad Advisors (CRD 25803 ↗)

Thomas E. Miller BrokerCheck CRD 856008 ↗
via Lion Street Financial (CRD 165828 ↗)

Sean P. Devlin BrokerCheck CRD 2782108 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

Andrew A. Goldman BrokerCheck CRD 1023255 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Andrew D. Rubin BrokerCheck CRD 1009086 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Anthony E. Vandervort BrokerCheck CRD 1744783 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

George W. Karr Jr. BrokerCheck CRD 264570 ↗
via AXA Advisors, LLC (CRD 6627 ↗)

Curt Williams Burris BrokerCheck CRD 2751954 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

Michael D. Whitehurst BrokerCheck CRD 2609943 ↗
via Merrill Lynch, Pierce, Fenner & Smith (CRD 7691 ↗)

Michael W. Kozemchak BrokerCheck CRD 2717038 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Fred Hill BrokerCheck CRD 3035352 ↗
via Executive Services Securities, LLC (CRD 25299 ↗)

Michael E. Nolan BrokerCheck CRD 1157483 ↗
via LFA (CRD 3978 ↗)

Patricia S. Wenzel BrokerCheck CRD 2208651 ↗
via Merrill Lynch (CRD 7691 ↗)

Diane Hart BrokerCheck CRD 3058773 ↗
via UBS Financial (CRD 8174 ↗)

Luther Lockwood II BrokerCheck CRD 2082331 ↗
via M Holdings Securities (CRD 43285 ↗)

Paul Stephens BrokerCheck CRD 220491 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Roger Cammon BrokerCheck CRD 1055486 ↗
via M Holdings Securities (CRD 43285 ↗)

Peter Quinn BrokerCheck CRD 4545901 ↗
via Wells Fargo Clearing Services (CRD 19616 ↗)

George Chirayil BrokerCheck CRD 5951603 ↗
via Triad Advisors (CRD 25803 ↗)

Andrew L. Kuchera BrokerCheck CRD 6690625 ↗
via Triad Advisors (CRD 25803 ↗)

Suzette Clark BrokerCheck CRD 3153620 ↗
via Lockton Financial Advisors (CRD 137476 ↗)

Kenneth Depaola BrokerCheck CRD 6312756 ↗
via Valmark Securities, Inc. (CRD 31243 ↗)

Scott McGee BrokerCheck CRD 4768668 ↗
via Newport Group Securities (CRD 29722 ↗)

Gordon Thomas Chisholm BrokerCheck CRD 2938261 ↗
via Valmark Securities (CRD 31243 ↗)

Jesse Amarillas BrokerCheck CRD 2755739 ↗
via UBS Financial (CRD 8174 ↗)

Lucia Fiumara BrokerCheck CRD 2844301 ↗
via UBS Financial (CRD 8174 ↗)

Earl C. Schwabe BrokerCheck CRD 2722383 ↗
via Newport Group Securities (CRD 29722 ↗)

Adriano James Pisarri BrokerCheck CRD 5686886 ↗
via AXA Network (CRD 6627 ↗)

Howard Adcock BrokerCheck CRD 2861943 ↗
via Kestra (CRD 42046 ↗)

Kevin Segal BrokerCheck CRD 3092034 ↗
via M Holdings (CRD 43285 ↗)

Mark McCullough BrokerCheck CRD 2553351 ↗
via M Holdings (CRD 43285 ↗)

Russell McMillian BrokerCheck CRD 4359650 ↗
via M Holdidngs (CRD 43285 ↗)

Kevin Edward Kelly BrokerCheck CRD 4585056 ↗
via Newport Group (CRD 29722 ↗)

Alex Chivarsky BrokerCheck CRD 5108596 ↗
via UBS Financial (CRD 8174 ↗)

Brian Thomas Rodger BrokerCheck CRD 6937679 ↗
via AXA Network (CRD 6627 ↗)

Walker W. Shiflet BrokerCheck CRD 5527658 ↗
via Merrill Lynch (CRD 7691 ↗)

Thomas Mingone BrokerCheck CRD 1987602 ↗
via AXA Network (CRD 6627 ↗)

Christopher Hannan Nuyland BrokerCheck CRD 1613008 ↗
via Valmark Securities (CRD 31243 ↗)

Andrew Lyon Hart BrokerCheck CRD 4253077 ↗
via LPL Financial (CRD 6413 ↗)

Kenneth Alan Kirk BrokerCheck CRD 735308 ↗
via Lion Street Financial (CRD 165828 ↗)

Eric Robert Przybilla BrokerCheck CRD 3183554 ↗
via Newport Group Securities (CRD 29722 ↗)

Paul Gordon Walmsley BrokerCheck CRD 6862301 ↗
via Morgan Stanley (CRD 149777 ↗)

Shawn Anthony Besser BrokerCheck CRD 5907215 ↗
via M. Holdings Securities (CRD 43285 ↗)

Richard David Fritz, Jr. BrokerCheck CRD 2460475 ↗
via Northwestern Mutual Investments (CRD 2881 ↗)

Patrick Joseph Marget BrokerCheck CRD 4138813 ↗
via Northwestern Mutual Investments (CRD 2881 ↗)

Garrett Moore Blaha BrokerCheck CRD 6193865 ↗
via Northwestern Mutual Investments (CRD 2881 ↗)

David Sears BrokerCheck CRD 5116777 ↗
via UPS Financial Services (CRD 8174 ↗)

Ryan Michael Stover BrokerCheck CRD 4892742 ↗
via MMA Securities (CRD 44254 ↗)
EDGAR ↗Dec 13, 2022 D
File 021-467281
$54,115$0$0
As the issuer of the variable life insurance policies, The Lincoln Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds
Joseph L. Carpenter BrokerCheck CRD 2361166 ↗
via NFP Securities (CRD 42046 ↗)

Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Securities (CRD 42046 ↗)
EDGAR ↗Dec 13, 2022 D
File 021-467283
$318,224$0$0
As issuer of the variable life insurance policies, The Lincoln National Life Insurance Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceed
Kevin L. Kaeding BrokerCheck CRD 1238291 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Joseph L. Carpenter BrokerCheck CRD 2361166 ↗
via NFP Securities (CRD 42046 ↗)

Peter Menihan BrokerCheck CRD 715261 ↗
via Cetera Advisors (CRD 10299 ↗)

Charles R. Dudley, II BrokerCheck CRD 845914 ↗
via UVEST Investment Services (CRD 13787 ↗)

James T. Bethea BrokerCheck CRD 1420104 ↗
via Securities America, Inc. (CRD 10205 ↗)

William J. Lynch III BrokerCheck CRD 1060714 ↗
via Lynch & Associates (CRD 140762 ↗)

Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Securities (CRD 42046 ↗)
EDGAR ↗Dec 13, 2022 D
File 021-467285
$607,743$0$0
As an issuer of the variable life insurance policies, The Lincoln National Life Ins.Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds.
Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Securities (CRD 42046 ↗)

Joseph L. Carpenter BrokerCheck CRD 236116 ↗
via NFP Securities (CRD 42046 ↗)

William J. Lynch III BrokerCheck CRD 1060714 ↗
via Lynch & Associates (CRD 140762 ↗)

Eric Naison-Philips BrokerCheck CRD 5155539 ↗
via M HoldingsSecurities Inc. (CRD 43285 ↗)
EDGAR ↗Dec 13, 2022 D
File 021-467287
$1,048,323$0$0
As issuer of the variable life insurance policies, The Lincoln National Life Insurance Co. will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any protion of the gross offering proceed
Douglas George BrokerCheck CRD 2519257 ↗
via ProEquities (CRD 15708 ↗)

William Borchert BrokerCheck CRD 1057817 ↗
via J. Alden Associates, Inc (CRD 40002 ↗)

James Cole BrokerCheck CRD 2941597 ↗
via Bosc, Inc. (CRD 17530 ↗)

Jeffrey Davis BrokerCheck CRD 2187246 ↗
via M. Holdings Securites (CRD 43285 ↗)

Joseph L. Carpenter BrokerCheck CRD 2361166 ↗
via NFP Securities (CRD 42046 ↗)

Geoffrey L. Bradley BrokerCheck CRD 1491479 ↗
via Transamerica Financial Advisors, Inc. (CRD 16164 ↗)

Paul J. Scioli BrokerCheck CRD 1448021 ↗
via MML Investors Services, Inc. (CRD 10409 ↗)

James Bethea BrokerCheck CRD 1420104 ↗
via Securities America, INc. (CRD 10205 ↗)

James R. Wagner, Jr. BrokerCheck CRD 1443094 ↗
via Capital Analysts (CRD 5478 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities Inc. (CRD 42046 ↗)

Charles R. Dudley II BrokerCheck CRD 845914 ↗
via UVEST Investment Services (CRD 13787 ↗)

Bruce Hlavacek BrokerCheck CRD 2777274 ↗
via The Leaders Group (CRD 37157 ↗)

Carol W. Linker BrokerCheck CRD 1545247 ↗
via Linsco/Private Ledger (CRD 6413 ↗)

Peter Menihan BrokerCheck CRD 715261 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Thomas E. Reece BrokerCheck CRD 2375520 ↗
via Transamerica Financial Advisors, Inc. (CRD 45527 ↗)

David A. Soczek BrokerCheck CRD 2316655 ↗
via ProEquities, Inc. (CRD 15708 ↗)

Robert C. Ernst BrokerCheck CRD 1039569 ↗
via NFP Securities (CRD 42046 ↗)

Stephen L. Coale BrokerCheck CRD 1292536 ↗
via Amherst Securities Group, L.P. (CRD 150696 ↗)

Joseph Todd Carpenter BrokerCheck CRD 2905361 ↗
via NFP Executive Benefits (CRD 42046 ↗)

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT ZExecutive Officer, DirectorDec 17, 2024DIndefinite$2,641,110,232136$1,000,000
EDGAR ↗Lincoln Life Separate Account BL3, The Lincoln National Life Insurance CoExecutive Officer, DirectorDec 10, 2024DIndefinite$101,640,6886$1,000,000
EDGAR ↗Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoExecutive Officer, DirectorDec 10, 2024DIndefinite$107,498,89861$1,000,000
EDGAR ↗LINCOLN LIFE SEPARATE ACCOUNT BL1 OF THE LINCOLN NATIONAL LIFE INS. COExecutive Officer, DirectorDec 10, 2024DIndefinite$37,277,02320$1,000,000
EDGAR ↗Lincoln Life Separate Account BLM, The Lincoln National Life Insurance CoExecutive Officer, DirectorDec 10, 2024DIndefinite$4,516,0799$1,000,000
EDGAR ↗LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT ZExecutive Officer, DirectorDec 20, 2023DIndefinite$2,414,898,620123$1,000,000
EDGAR ↗Lincoln Life Separate Account BL3, The Lincoln National Life Insurance CoExecutive Officer, DirectorDec 19, 2023DIndefinite$102,217,8057$1,000,000
EDGAR ↗Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoExecutive Officer, DirectorDec 19, 2023DIndefinite$108,241,62262$1,000,000
EDGAR ↗LINCOLN LIFE SEPARATE ACCOUNT BL1 OF THE LINCOLN NATIONAL LIFE INS. COExecutive Officer, DirectorDec 19, 2023DIndefinite$38,743,60621$1,000,000
EDGAR ↗Lincoln Life Separate Account BLM, The Lincoln National Life Insurance CoExecutive Officer, DirectorDec 19, 2023DIndefinite$4,516,0799$1,000,000
EDGAR ↗LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT ZExecutive Officer, DirectorDec 28, 2022DIndefinite$2,020,841,289115$1,000,000
EDGAR ↗Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoExecutive Officer, DirectorDec 13, 2022DIndefinite$113,115,03262$1,000,000
EDGAR ↗Lincoln Life Separate Account BL3, The Lincoln National Life Insurance CoExecutive Officer, DirectorDec 13, 2022DIndefinite$102,441,8607$1,000,000
EDGAR ↗LINCOLN LIFE SEPARATE ACCOUNT BL1 OF THE LINCOLN NATIONAL LIFE INS. COExecutive Officer, DirectorDec 13, 2022DIndefinite$39,753,81721$1,000,000
EDGAR ↗Lincoln Life Separate Account BLM, The Lincoln National Life Insurance CoExecutive Officer, DirectorDec 13, 2022DIndefinite$4,849,2299$1,000,000

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

Market context: not shown for these offerings — fewer than 30 Form D filings in the last 5 years share the offering's industry and exemption, or the exemption claimed is not Rule 506(b)/506(c). No ranking or score.

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 6 names on the same filings (0 management entities, 6 people)

People and management entities the issuers listed as related persons on the same Form D filings as Jayson R Bronchetti. Source: the EDGAR rows in the table above.

  • Craig Beizer — 15 shared filings (5 issuers) · roles as listed: Executive Officer, Director · also listed on 1 other issuer
  • Ellen Cooper — 15 shared filings (5 issuers) · roles as listed: Executive Officer, Director · also listed on 1 other issuer
  • Eric B Wilmer — 10 shared filings (5 issuers) · roles as listed: Director, Executive Officer · also listed on 1 other issuer
  • Christopher M Neczypor — 10 shared filings (5 issuers) · roles as listed: Executive Officer, Director · also listed on 1 other issuer
  • Randall Freitag — 5 shared filings (5 issuers) · roles as listed: Executive Officer, Director
  • Keith J Ryan — 5 shared filings (5 issuers) · roles as listed: Executive Officer, Director

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

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