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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2014-07-24
  • LA RA
    APPROVED
    Since 2014-07-24

Branch Locations

2019 Second Street, Slidell, LA 70458 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2005-09-27
  • LA RA
    APPROVED
    Since 2005-09-27

Branch Locations

16241 N. Florida Ave, Lutz, FL 33549 • United States

2019 Second Street, Slidell, LA 70458 • 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
Lincoln Investment Planning, Inc. Lutz FL 09/2005 Present
Next Generation Holdings, Llc Slidell LA 05/2012 Present
  • 09/2005 → Present
    Lincoln Investment Planning, Inc.
    Lutz, FL
  • 05/2012 → Present
    Next Generation Holdings, Llc
    Slidell, LA
Previous Registrations
Other Businesses

ELDERCARELA, LLC POSITION: COO NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2012 ADDRESS: 2019 Second St, Slidell LA 70458, United States DESCRIPTION: Agent for various insurance companies offering life insurance and LTC. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/1999 ADDRESS: 2019 Second St, Slidell LA 70458, United States DESCRIPTION: Agent NEXT GENERATION HOLDINGS, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/15/2012 ADDRESS: 2019 Second St, Slidell LA 70458, United States DESCRIPTION: I am responsible for day to day operations (bills, insurance coverages, etc). I pay "rent" to the building and I also invest in rental properties that rent out to tenants. I have a property manager that handles the daily operations for the properties. Southern Anchor Financial Group, LLC Position: Co-Owner Nature: branding, offer fixed insurance solutions Investment Related: Yes Hours: 32 Securities Trading Hours: 32 Start Date: 1/15/2026 Address: 2019 2nd St Slidell, LA 70458 Description: Manage the day-to-day operations, compliance requirements, licensing requirements, cash flow.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-15
S63 Uniform Securities Agent State Law Examination 1999-08-31
  • S65 Uniform Investment Adviser Law Examination
    2016-06-15
  • S63 Uniform Securities Agent State Law Examination
    1999-08-31

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