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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-10-25
  • NC RA
    APPROVED
    Since 2018-10-25

Branch Locations

1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2014-05-15
  • NC RA
    APPROVED
    Since 2014-05-15

Branch Locations

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

1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • United States

102 A Fox Haven Drive, Greenville, NC 27858 • 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
Lincoln Investment Wyncote PA 05/2014 Present
Robinson & Assoc Greenville NC 05/2014 Present
Cooper'S Financial Services Inc Greenville NC 11/2013 Present
  • 05/2014 → Present
    Wyncote, PA
  • 05/2014 → Present
    Robinson & Assoc
    Greenville, NC
  • 11/2013 → Present
    Cooper'S Financial Services Inc
    Greenville, NC
Previous Registrations
Other Businesses

Robinson & Associates LLC POSITION: Agent NATURE: Life Insurance, Fixed Annuities and Disability Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2014 ADDRESS: 1350 E. Arlington Blvd, Suite B, Greenville NC 27858 DESCRIPTION: Soliciting and writing of life insurance, disability insurance and fixed annuities Carolina Business Enterprises POSITION: Owner NATURE: Accounting, Payroll Services, and Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2019 ADDRESS: 102 A Fox Haven Drive Greenville, NC 27858 DESCRIPTION: Sales, Client meeting, and management D & B Financial LLC POSITION: Owner NATURE: Tax/Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 1350 E Arlington Blvd, Greenville NC 27858, United States DESCRIPTION: Journal Lincoln compensation through for tax/accounting purposes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-15
  • S66 Uniform Combined State Law Examination
    2012-11-15

View on SEC IAPD

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