Best Investors
Account
Sign in
Best Investors
Account
Sign in
Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-19 |
Branch Locations
150 W. Bonita Avenue, San Dimas, CA 91773 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-06-09 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
517 North Mountain Ave. Suite 235, Upland, CA 91786 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 06/2011 | 01/2017 |
| Lincoln Investment | San Dimas | CA | 01/2017 | Present |
ABU GOFRAN AGENCY POSITION: Health Insurance Broker NATURE: Group Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2017 ADDRESS: 517 N. Mountain Ave Suite# 235, Upland CA 91786, United States DESCRIPTION: Set up group health insurance Thru California Choice for small businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-27 |
Reach out to this advisor