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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-17 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-08-07 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Intergrity Group | Chicago | IL | 05/1993 | Present |
| Lincoln Investment | Chicago | IL | 06/2012 | Present |
FINANCIAL INTEGRITY LLC POSITION: Managing Member NATURE: Branch Office LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 2825 E Cottonwood Parkway, Suite 500, Salt Lake City UT 84121, United States DESCRIPTION: Managing Member of LLC, File annual fees and report with State, Rent office space FIXED LIFE/HEALTH/DISABILITY/ANNUITY INSURANCE SALES & SERVICE POSITION: Insurance Agent NATURE: FIXED LIFE/HEALTH/DISABILITY/ANNUITY INSURANCE SALES & SERVICE INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/11/2000 ADDRESS: 1958 E Nunley Circle, Salt Lake City UT 84121, United States DESCRIPTION: FIXED LIFE/HEALTH/DISABILITY/ANNUITY INSURANCE SALES & SERVICE Heritage Study Group Position: Group Member Nature: Educational Study Group Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 8/18/2015 Address: 4603 West Streetsboro Rd , Richfield, OH 44286 Description: Group Member. Share ideas at meetings twice annually.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-14 |
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