Best Investors Account Sign in
Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States

1710 W. Colonial Drive, Orlando, FL 32804 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

1710 W Colonial Drive, Orlando, FL 32804 • 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 Financial Advisors Corporation Maitland FL 06/1998 Present
Capital Analysts Inc Radnor PA 05/2006 Present
Lincoln Investment Orlando FL 06/2012 Present
  • 06/1998 → Present
    Lincoln Financial Advisors Corporation
    Maitland, FL
  • 05/2006 → Present
    Capital Analysts Inc
    Radnor, PA
  • 06/2012 → Present
    Orlando, FL
Previous Registrations
  • 2006-05-11 → 2012-06-27
    Cincinnati Analysts, Inc.
    Orlando, FL
    Cincinnati, OH
  • 1998-06-01 → 2006-05-02
    Osaic Fa, Inc.
    Orlando, FL
    Maitland, FL
Other Businesses

SADIE INVESTMENTS, LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2005 ADDRESS: 1808 Stonehurst Rd., Winter Park FL 32789, United States DESCRIPTION: Own and manage/collect rent for rental property. SUCCESSION SOLUTIONS LLC POSITION: Manager of single member LLC NATURE: personal tax prep INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2011 ADDRESS: 1808 Stonehurst Road, Winter Park FL 32789, United States DESCRIPTION: Manager of single member LLC INSURANCE SALES/SERVICE POSITION: Licensed Insurance Agent NATURE: Insurance Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2013 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Insurance sales and service INTERNATIONAL SUCCESSION PLANNING ASSOCIATION POSITION: Board member NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2013 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Member of BOD THE RAWLS COMPANY POSITION: Director at The Rawls Company, dba The Rawls Group NATURE: Business Succession Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/22/2013 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Business Succession Planner FAMILY BUSINESS RESOURCE CENTER POSITION: Director at the Family Business Resource Center, dba The Rawls Group NATURE: Business Succession Planning INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2013 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Business Succession Planning TRG PROPERTIES I POSITION: Part Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: No duties

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-01-17
  • S63 Uniform Securities Agent State Law Examination
    1998-01-17

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Woodland Hills, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor