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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2016-05-09 |
Branch Locations
4442 Piedmont Avenue Suite F, Oakland, CA 94611 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-12-10 |
Branch Locations
4442 Piedmont Avenue Suite F, Oakland, CA 94611 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| National Education Services | San Francisco | CA | 08/2001 | Present |
| Great American Advisors, Inc | San Francisco | CA | 09/2003 | Present |
| Lincoln Investment | Oakland | CA | 08/2010 | Present |
| Karen Schwenk | Oakland | CA | 10/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-27 |
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