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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 2020-01-28
  • NJ RA
    APPROVED
    Since 2020-01-28

Branch Locations

2 Sheppard Road, Suite 301, Voorhees, NJ 08043 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2010-01-19
  • NJ RA
    APPROVED
    Since 2010-01-19

Branch Locations

1256 Haddonfield Berlin Rd. Ste. B, Voorheees, NJ 08043 • United States

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States

2 Sheppard Road Suite 301, Voorhees, NJ 08043 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Planning, Inc. Voorhees NJ 09/2009 Present
  • 09/2009 → Present
    Lincoln Investment Planning, Inc.
    Voorhees, NJ
Other Businesses

AMERICA SUPPLY INC. POSITION: Part time Sales person NATURE: Hotel Linen Supply INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 12 START DATE: 04/04/2025 ADDRESS: 1360 Clifton Ave, Suite 252, Clifton NJ 07012, United States DESCRIPTION: Wholesale linen Sales to Hotels, Motels and Industrial Laundries. Camden County Republican Committee.  Position: Committee Member Nature: Supporting the Candidates and the Party in a volunteer capacity.  Investment Related: No Hours: 15 Securities Trading Hours: 5 Start Date: 3/19/2026 Address: P.O. Box 192, Haddon Heights, New Jersey 08035 Description: The position would entail voting for internal leadership of the party, assist in vetting potential candidates, pole challenger or Election Marshall, registering voters, attending meetings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-30
S63 Uniform Securities Agent State Law Examination 2001-03-19
  • S66 Uniform Combined State Law Examination
    2009-12-30
  • S63 Uniform Securities Agent State Law Examination
    2001-03-19

View on SEC IAPD

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