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Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-01-10 |
Branch Locations
19746 W. 58Th Place, Golden, CO 80403 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 04/2011 | 01/2017 |
| Lincoln Investment | Centennial | CO | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-22 |
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