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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-03-23
  • IL RA
    APPROVED
    Since 2016-03-23

Branch Locations

500 Waters Edge Suite 150, Lombard, IL 60148 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2006-03-02
  • IL RA
    APPROVED
    Since 2006-03-02

Branch Locations

Crystal Lake, IL • United States

Bonita Springs, FL • United States

Glen Ellyn, IL • United States

Suite 150 500 Waters Edge, Lombard, IL 60148 • 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 Investment Plannig, Inc. Hoffman Estates IL 03/2006 Present
  • 03/2006 → Present
    Lincoln Investment Plannig, Inc.
    Hoffman Estates, IL
Other Businesses

CORNER SPORTS LLC POSITION: Member (These members are only responsible for Capital Investment) NATURE: Ski and Snowboard Rental, Tuning, and Delivery INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2018 ADDRESS: 1315 Lowell Ave, Park City UT 84060, United States DESCRIPTION: No specific duties but there's a "Duty to Devote Time" described as "Each Member will devote such time and attention to the business of the Company as the majority of the Voting Members will from time to time reasonably determine."

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-27
S63 Uniform Securities Agent State Law Examination 1998-07-27
  • S65 Uniform Investment Adviser Law Examination
    1999-05-27
  • S63 Uniform Securities Agent State Law Examination
    1998-07-27

View on SEC IAPD

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