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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2018-03-29
IL RA APPROVED 2014-06-04
  • IN RA
    APPROVED
    Since 2018-03-29
  • IL RA
    APPROVED
    Since 2014-06-04

Branch Locations

Crystal Lake, IL • United States

1726 W. Belmont Ave., Chicago, IL 60657 • United States

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

Crown Point, IN • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2018-03-29
IL RA APPROVED 2014-06-18
  • IN RA
    APPROVED
    Since 2018-03-29
  • IL RA
    APPROVED
    Since 2014-06-18

Branch Locations

500 Waters Edge Suite 150, 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 Lombard IL 05/2014 Present
Previous Registrations
Other Businesses

WEARS REAL ESTATE LLC POSITION: Owner, President NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/13/2018 ADDRESS: 3449 W. Lakeshore Dr., Crown Point IN 46307, United States DESCRIPTION: Renting out my current Condo starting 3/15/2018. Collecting rents, hiring handy men to handle problems and maintenance.  WEARS FINANCIAL CORP POSITION: President/CEO NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2016 ADDRESS: 3449 W. Lakeshore Dr., Crown Point IN 46307, United States DESCRIPTION: This is a S Corp set up to receive my Lincoln Investment Income. Lincoln Investment will not pay direct to an S Corp. I also contribute to my 401K with Lincoln through this S Corp. AMERICAN SENIOR BENEFITS POSITION: Insurance Manager/Producer NATURE: Insurance FMO INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2023 ADDRESS: 500 Waters Edge STE 150, Lombard IL 60148, United States DESCRIPTION: Solicit Life, Health, fixed annuities and final expense insurance through Gateways program that uses ASB as an FMO. McWhinney Benevolent Association Position: Financial Secretary Nature: Community Focused Social Club Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 1/1/2026 Address: 2633 N Marshfield Ave  Chicago, IL 60614 Description: I call people to remind them to pay their dues to the club. Then I keep track of who has not paid the club once the President has told me who has paid. A lot of phone calls and emails to have good retention. Gateway Chicagoland LLC Position: owner, sole member Nature: real estate Investment Related: Yes Hours: 40 Securities Trading Hours: 25 Start Date: 2/5/2026 Address: 1726 W. Belmont Chicago, IL 60657 Description: It is a location for me to work from

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-15
S63 Uniform Securities Agent State Law Examination 2003-06-09
  • S66 Uniform Combined State Law Examination
    2008-02-15
  • S63 Uniform Securities Agent State Law Examination
    2003-06-09
Designations

View on SEC IAPD

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