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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-12 |
Branch Locations
7077 Bonneval Rd Suite 103, Jacksonville, FL 32216 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-15 |
Branch Locations
7077 Bonneval Rd Suite 103, Jacksonville, FL 32216 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning | Wyncote | PA | 01/2011 | Present |
| Lincoln Investment | Fort Washington | PA | 02/2023 | Present |
| Lincoln Investment | Fort Washington | PA | 06/2023 | Present |
| Capital Analysts | Fort Washington | PA | 06/2023 | Present |
MANSSWORK LAWN & LANDSCAPING DBA MULCH DEPOT POSITION: Bookkeeper NATURE: Mulch & Landscaping Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2012 ADDRESS: 580 Chiquita Avenue, Jacksonville FL 32254, United States DESCRIPTION: Process sales slips, accounts receivable and payable CAPITAL ANALYSTS OF JACKSONVILLE, FL POSITION: Financial Advisor NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/18/2011 ADDRESS: 7077 Bonneval Road, Suite 103, Jacksonville FL 32216, United States DESCRIPTION: I assist the advisors in the office with paperwork, answer phones, pick up mail and schedule appointments. CAPITAL ANALYSTS OF JACKSONVILLE FL INC. POSITION: Agent. NATURE: Financial Services/Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2019 ADDRESS: 7077 Bonneval Road, Suite 103, Jacksonville FL 32216, United States DESCRIPTION: I reach out to clients aging in at 65 to enroll them in Medicare and then yearly confirm they are still on the best plan. CAPITAL ANALYSTS OF JACKSONVILLE, FL POSITION: Agent - Advising clients for life insurance and/or disability. NATURE: Insurance - All Lines INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2024 ADDRESS: 7077 Bonneval Road, Suite 103, Jacksonville FL 32216, United States DESCRIPTION: Selling life insurance and/or disability to clients in need.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-11 |
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