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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-01-16 |
Branch Locations
3363 University Dr. E Suite 211, Bryan, TX 77802 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-01 |
Branch Locations
3363 University Dr. E Suite 211, Bryan, TX 77802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts Incorporated | Cincinnati | OH | 07/2009 | Present |
| Lincoln Investment | College Station | TX | 06/2012 | Present |
THE DUNLAP GROUP POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 07/01/2009 ADDRESS: 3363 University Dr. East, Suite 211, Bryan TX 77802, United States DESCRIPTION: Sales of life, health and disability insurance. ADBT REALTY, LLC POSITION: Member of LLC formed for sole purpose of having a separate entity for a lease agreement of an office building. NATURE: real estate lease entity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2019 ADDRESS: 3363 University Dr. East, Suite 211, Bryan TX 77802, United States DESCRIPTION: No activity is necessary. This entity is solely for the purpose having a separate entity for our lease agreement on new office space. WOODEN CROSS CATTLE, LLC POSITION: 50% Partner/Managing Member NATURE: stocker cattle INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: P O Box 1505, Dripping Springs TX 78620, United States DESCRIPTION: Buying and grazing stocker calves for sale to the feedyard market. Spring through Fall season only. CITY OF BRYAN HISTORICAL LANDMARK COMMISSION POSITION: Appointed Member, Commissioner NATURE: Preservation of city historical landmarks INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2025 ADDRESS: Bryan City Hall, 300 Texas Ave., Bryan TX 77803, United States DESCRIPTION: Participate in committee meetings, discuss agenda items and occasionally participate in on-site activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-04 |
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