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Patricia Ann Jansen

Capital Analysts

Marlton, NJ

Lincoln Investment

Fanwood, NJ

Fort Washington, PA

Marlton, NJ

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Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-05-28
  • NJ RA
    APPROVED
    Since 2019-05-28

Branch Locations

10000 Sagemore Dr. Ste. 10201, Marlton, NJ 08053 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-06-06
  • NJ RA
    APPROVED
    Since 2017-06-06

Branch Locations

Fanwood, NJ • United States

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legend Equities Corporation Palm Beach Gardens FL 08/2003 01/2017
Lincoln Investment Bridgewater NJ 01/2017 Present
  • 08/2003 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lincoln Investment
    Bridgewater, NJ
Previous Registrations
  • 2004-08-17 → 2019-10-04
    Legend Advisory, Llc
    Bridgewater, NJ
    Fanwood, NJ
    Palm Beach Gardens, FL
    Princeton, NJ
    Iselin, NJ
  • 2002-08-07 → 2003-08-07
    Metlife Investment Fund Services Llc
    Woodbridge, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-31
S63 Uniform Securities Agent State Law Examination 1993-05-20
  • S65 Uniform Investment Adviser Law Examination
    2002-07-31
  • S63 Uniform Securities Agent State Law Examination
    1993-05-20

View on SEC IAPD

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