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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-08-22 |
Branch Locations
35 Braintree Hill Office Park Suite 400, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts | Quincy | MA | 06/1999 | Present |
| Capital Analysts, Incorporated | Quincy | MA | 06/1999 | Present |
| Lincoln Investment | Quincy | MA | 06/2012 | Present |
Fixed Life and Annuity Sales Position: Representative/Agent Nature: Fixed Life & Annuity Investment Related: Yes Hours: 20 Securities Trading Hours: 20 Start Date: 1/1/2004 Address: 35 Braintree Hill Office Park, Braintree, MA 02184 Description: Sales of Fixed Life & Fixed Annuities. Group Health Life & Disability Position: Representative/Agent Nature: Group Health Life & Disability Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 1/1/2004 Address: 35 Braintree Hill Office Park, Braintree, MA 02184 Description: Sales of Group Health Life & Disability.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-08 |
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