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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2014-03-26 |
Branch Locations
One East Broad Street Ste. 440, Bethlehem, PA 18018 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-04-06 |
Branch Locations
1 East Broad Street Suite 550, Bethlehem, PA 18018 • United States
Bethlehem, PA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| She Said Sunday | Bethlehem | PA | 07/2007 | Present |
| Lincoln Investment Planning | Bethlehem | PA | 01/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-24 |
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