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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 | 2024-04-18 |
Branch Locations
261 Old York Road Suite 924, Jenkintown, PA 19046 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-04-14 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
261 Old York Road Sute 924, Jenkintown, PA 19046 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Jenkintown | PA | 10/2002 | Present |
| Capital Analysts, Llc | Jenkintown | PA | 04/2024 | Present |
LAKESIDE COURT HOMEOWNERS' ASSOCIATION POSITION: Secretary/Treasurer NATURE: Homeowners Association INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 48 Lakeside Court, Devon PA 19333, United States DESCRIPTION: Small private court/street of 8 homes isn't wide enough to meet the townships zoning requirements for the township to maintain. We pay to maintain the street and insure it. I collect dues and pay the snow plow and maintenance fees and keep the records of any meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-18 |
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