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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-27
FL RA APPROVED 2016-03-14
  • TX RA
    APPROVED_RES
    Since 2024-03-27
  • FL RA
    APPROVED
    Since 2016-03-14

Branch Locations

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

1410 Piedmont Drive East, Tallahassee, FL 32308 • United States

Lakewood Ranch, FL • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-03-24
  • FL RA
    APPROVED
    Since 2016-03-24

Branch Locations

1410 Piedmont Drive East, Tallahassee, FL 32308 • 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
Symetra Investment Services, Inc. Bellevue WA 08/2007 Present
Gabor Agency Tallahassee FL 08/2007 Present
Lincoln Investment Llc Wyncote PA 03/2016 Present
  • 08/2007 → Present
    Symetra Investment Services, Inc.
    Bellevue, WA
  • 08/2007 → Present
    Gabor Agency
    Tallahassee, FL
  • 03/2016 → Present
    Lincoln Investment Llc
    Wyncote, PA
Previous Registrations
  • 2015-12-28 → 2016-03-15
    Signator Investors, Inc.
    Tallahassee, FL
  • 2007-08-24 → 2015-12-28
    Signator Financial Services, Inc.
    Bellevue, WA
    Tallahassee, FL
  • 2006-12-12 → 2007-08-28
    Rosenberg Asset Management
    Sarasota, FL
  • 2007-01-05 → 2007-08-24
    Jesup & Lamont Advisors
    Sarasota, FL
Other Businesses

LAKEWOOD RANCH LEGENDS POSITION: Head Baseball Coach NATURE: Youth Baseball Team INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2022 ADDRESS: 7619 Windy Hill Cove, Lakewood Ranch FL 34202, United States DESCRIPTION: Head Baseball Coach for the Lakewood Ranch Legends youth travel baseball team. I created the team and will be organizing practices/games the team will play in. ST. MARTHA CATHOLIC SCHOOL - SCHOOL BOARD MEMBER POSITION: Member of the School Board. Parent organization that assists in school decisions and updates. NATURE: Pre-k through 8th Grade Catholic School INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 4380 Fruitville Road, Sarasota FL 34232, United States DESCRIPTION: Attend monthly meetings and participate in different sub-committees to help in school affairs CARDINAL MOONEY HIGH SCHOOL BASEBALL POSITION: Volunteer Assistant Coach NATURE: High School Baseball Team INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/28/2025 ADDRESS: 4171 Fruitville Road, Sarasota FL 34232, United States DESCRIPTION: Volunteer Assistant Baseball Coach. Coaching high school baseball players, varsity and jv at some practices and games. Name: Rawlings Tigers Southwest Florida Position: Head Coach and High School Operations Manager Nature: Youth Travel Baseball Investment Related: No Hours: 40 Securities Trading Hours: 0 Start Date: 10/1/2025 Address: 700 River Heritage Blvd Bradenton, FL 34212 Description: Head Coach of youth baseball team and oversee all teams 13U and older

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-14
  • S66 Uniform Combined State Law Examination
    2006-11-14
Other Names
  • Aaron Cheesman

View on SEC IAPD

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