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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-02-09
  • NJ RA
    APPROVED
    Since 2016-02-09

Branch Locations

31 South Ave W., Cranford, NJ 07016 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2008-02-07
  • NJ RA
    APPROVED
    Since 2008-02-07

Branch Locations

31 South Ave W., Cranford, NJ 07016 • United States

Valhalla, NY • 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
Nyc Fire Department New York NY 10/1995 Present
Lincoln Investment Planning, Inc. Staten Island NY 02/2005 Present
  • 10/1995 → Present
    Nyc Fire Department
    New York, NY
  • 02/2005 → Present
    Lincoln Investment Planning, Inc.
    Staten Island, NY
Other Businesses

LIL' BRAVEST POSITION: PART OF THE BOARD OF DIRECTORS NATURE: CHARITABLE ORGANIZATION INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 05/31/2012 ADDRESS: 153 EAST CENTRAL AVE, FL 1, PEARL RIVER NY 10965 DESCRIPTION: HELPING TO START THIS CHARITABLE ORGANIZATION TO HELP CHILDREN AFFECTED WITH CANCER AND OTHER CHILDHOOD DISEASES. I WILL PROVIDE SOME OVERSIGHT BY DELEGATING TASKS AND DUTIES TO BE CARRIED OUT AS PART OF THE 501C3. NY CITY FIRE DEPARTMENT POSITION: Lieutentant of the New York City Fire Department NATURE: Civil Service-firefighter INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 72 START DATE: 10/15/1995 ADDRESS: Pier 53, Foot of Bloomfield St, New York NY 10014, United States DESCRIPTION: Respond to and mitigate various emergencies in NYC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-06
S63 Uniform Securities Agent State Law Examination 2004-07-19
  • S65 Uniform Investment Adviser Law Examination
    2008-02-06
  • S63 Uniform Securities Agent State Law Examination
    2004-07-19

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