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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-06-25 |
Branch Locations
7077 Bonneval Rd Suite 103, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning | Jacksonville | FL | 06/2013 | Present |
CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC POSITION: CHIEF INVESTMENT OFFICER NATURE: FINANCIAL PLANNING, INVESTMENTS, INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 110 START DATE: 06/07/2013 ADDRESS: 8160 BAYMEADOWS WAY, STE 310, JACKSONVILLE FL 32256 DESCRIPTION: RESEARCH AND MAKE RECOMMENDATIONS MANDARIN PRESBYTERIAN CHURCH POSITION: Investment Sub-committee member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/11/2024 ADDRESS: 11844 Mandarin Road, Jacksonville FL 32223, United States DESCRIPTION: My role will be to help provide expertise and insight to the finance committee as they make decisions on investing assets they decide to invest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-09 |
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