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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2018-09-14 |
Branch Locations
5 Walnut Grove Drive Ste 240, Horsham, PA 19044 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-12-05 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc | Jenkintown | PA | 06/2011 | Present |
| Lincoln Investment Planning | Fort Washington | PA | 05/2014 | Present |
| Capital Analysts, Llc | Fort Washington | PA | 09/2018 | Present |
GENWORTH FINANCIAL POSITION: agent NATURE: Long Term Care Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2007 ADDRESS: 11011 West Broad Street, Glen Allen VA 23060, United States DESCRIPTION: In 2007, for approximately, one year, I was a captive agent for Genworth Financial. I made few sales and left.Those sales have continued to generate small payments on a quarterly basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-09 |
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