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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 2023-07-12
  • FL RA
    APPROVED
    Since 2023-07-12

Branch Locations

7077 Bonneval Rd Suite 103, Jacksonville, FL 32216 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-15
  • FL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-11
  • S66 Uniform Combined State Law Examination
    2023-05-11

View on SEC IAPD

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