Alani Leonardo Sewell

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Capital Analysts

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2015-02-02

PA RA
APPROVED

Since 2015-02-02

Branch Locations

Lincoln Investment Planning, Inc. Ste 200 101 West Avenue, Jenkintown, PA 19046 • United States

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-04-07

PA RA
APPROVED

Since 2011-04-07

Branch Locations

Philadelphia, PA • United States

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • 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

Organization	City	State	From	To
Lincoln Investment Planning, Inc.	Jenkintown	PA	10/2009	Present

10/2009 → Present

Lincoln Investment Planning, Inc.

Jenkintown, PA

Previous Registrations

2008-12-22 → 2009-03-26

Ameriprise Financial Services, Llc

Marlton, NJ

Other Businesses

Golden Sewell Group LLC Position: Owner Nature: Tax/Accounting Purposes Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 10/15/2020 Address: 2550 S. 2nd Street Philadelphia, PA 19148 Description: Use of LLC for tax purposes.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-12-19

S66 Uniform Combined State Law Examination

2008-12-19

Other Names

A Leonardo Swell
A Leonardo Sewell
Leonardo Sewell
Alani L Sewell
Alani Sewell

View on SEC IAPD