Timothy Jon Narva

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Capital Analysts

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2014-09-10

MI RA
APPROVED

Since 2014-09-10

Branch Locations

28411 Northwestern Hwy. Suite 950, Southfield, MI 48034 • United States

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2013-05-30

MI RA
APPROVED

Since 2013-05-30

Branch Locations

29905 Middlebelt Rd, Farmington Hills, MI 48334 • 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

Organization	City	State	From	To
Lincoln Investment Planning	Wyncote	PA	05/2013	Present

05/2013 → Present

Lincoln Investment Planning

Wyncote, PA

Previous Registrations

2010-11-17 → 2013-05-17

Walnut Street Securities, Inc.

Livonia, MI
2010-06-18 → 2010-10-11

Valic Financial Advisors, Inc.

Huburn Hills, MI

Novi, MI

Other Businesses

GENERAL INSURANCE POSITION: Insurance Representative NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/1998 ADDRESS: 29905 Middlebelt Rd., Farmington Hills MI 48334, United States DESCRIPTION: All new insurance business as of 1/1/2017 will be transacted through Lincoln Investment. Receiving residual income / servicing old fixed insurance accounts.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-05-18
S63	Uniform Securities Agent State Law Examination	1997-02-07

S66 Uniform Combined State Law Examination

2010-05-18
S63 Uniform Securities Agent State Law Examination

1997-02-07

View on SEC IAPD