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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-16
GA RA APPROVED 2024-04-11
  • FL RA
    APPROVED
    Since 2024-04-16
  • GA RA
    APPROVED
    Since 2024-04-11

Branch Locations

Guyton, GA • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-04-11
FL RA APPROVED 2024-04-09
  • GA RA
    APPROVED
    Since 2024-04-11
  • FL RA
    APPROVED
    Since 2024-04-09

Branch Locations

Guyton, GA • United States

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

7077 Bonneval Rd Suite 103, Jacksonville, FL 32216 • 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
Charles Schwab & Co., Inc. Savannah GA 04/2011 04/2024
Charles Schwab Bank, Ssb Savannah GA 10/2014 04/2024
Lincoln Investment Fort Washington PA 04/2024 Present
Capital Analysts Fort Washington PA 04/2024 Present
Previous Registrations
Other Businesses

CAPITAL ANALYSTS OF JACKSONVILLE POSITION: Employee NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 04/08/2024 ADDRESS: 7077 Bonneval Road, Suite 103, Jacksonville FL 32216, United States DESCRIPTION: Sales CAPITAL ANALYSTS OF JACKSONVILLE - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 04/08/2024 ADDRESS: 7077 Bonneval Road, Suite 103, Jacksonville FL 32216, United States DESCRIPTION: Sales GATEWAY CHURCH POSITION: finance committee member NATURE: Ministry INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/28/2025 ADDRESS: 1702 Pine Barren Rd, Bloomingdale GA 31302, United States DESCRIPTION: I do not have any role handling funds / treasury / bill payment, etc. I attend a quarterly meeting to discuss the church's finances and upcoming projects / issues. Build Together Position: President and CEO Nature: Non-profit Investment Related: No Hours: 20 Securities Trading Hours: 5 Start Date: 9/30/2026 Address: 167 Clover Point Circle Guyton, GA 31312 Description: Coordinate board meetings, meetings with community leaders and partners, collect donated un-opened Lego brick sets to bring to others in need via partners, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-19
S63 Uniform Securities Agent State Law Examination 2011-08-08
  • S66 Uniform Combined State Law Examination
    2014-05-19
  • S63 Uniform Securities Agent State Law Examination
    2011-08-08
Designations

View on SEC IAPD

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