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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 2016-06-06
  • FL RA
    APPROVED
    Since 2016-06-06

Branch Locations

16241 N. Florida Ave., Lutz, FL 33549 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-08-28
  • FL RA
    APPROVED
    Since 2012-08-28

Branch Locations

16241 N. Florida Ave, Lutz, FL 33549 • 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
Tampa Fire Rescue Tampa FL 11/1987 Present
Lincoln Investment Planning, Inc. Lutz FL 07/2011 Present
Lincoln Investment Planning, Inc. Lutz FL 01/2012 Present
City Of Tampa, Tampa Fire Rescue Tampa FL 11/1987 Present
  • 11/1987 → Present
    Tampa Fire Rescue
    Tampa, FL
  • 07/2011 → Present
    Lincoln Investment Planning, Inc.
    Lutz, FL
  • 01/2012 → Present
    Lincoln Investment Planning, Inc.
    Lutz, FL
  • 11/1987 → Present
    City Of Tampa, Tampa Fire Rescue
    Tampa, FL
Other Businesses

FIXED INSURANCE POSITION: AGENT-UNDER WEST COAST FINANCIAL GROUP. INC. NATURE: FIXED INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 6 START DATE: 07/01/2011 ADDRESS: 16241 N. FLORIDA AVE, LUTZ FL 33549 DESCRIPTION: MEET WITH CLIENTS - OFFER FIXED ANNUITIES, LIFE INSURANCE. LIFE INSURANCE, ANNUITIES POSITION: Financial Advisor NATURE: Insurance, annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 07/01/2011 ADDRESS: 16241 N. Florida Ave, LUTZ FL 33549, United States DESCRIPTION: Meet with Clientsregarding fixed insurance, annuities TAMPA FIREFIGHTERS MUSEUM POSITION: Volunteer Board Member for Tampa Firefighters Museum. NATURE: Non-profit Museum INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/02/2014 ADDRESS: 720 E. Zack St, Tampa FL 33602, United States DESCRIPTION: Volunteer Board Member.Attend monthly board meeting to help with Museum operation and direction.Volunteer mytime for Museum events4 -8 times a year. TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEES HEALTH PLAN POSITION: Volunteer Board Member and Trustee NATURE: Non-Profit Employee Health Plan Trust INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/23/2021 ADDRESS: 2010 N.W. 150th Avenue, Suite 200, Pembroke Pines FL 33028, United States DESCRIPTION: Fiduciary Trustee oversight of the plans operation, finances and benefits

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-24
  • S65 Uniform Investment Adviser Law Examination
    2012-08-24
Other Names
  • Wes Adwell

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