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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-10 |
Branch Locations
2305 E. Aurora Road, Ste A-3, Twinsburg, OH 44087 • United States
1991 Crocker Road Suite 600, Westlake, OH 44145 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-06-01 |
Branch Locations
2305 E. Aurora Road Suite A-3, Twinsburg, OH 44087 • United States
1991 Crocker Road Suite 600, Westlake, OH 44145 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts Inc | Radnor | PA | 05/2006 | Present |
| Lincoln Investment | Twinsburg | OH | 06/2012 | Present |
MATTHEW A. DIVITA POSITION: AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 05/14/2004 ADDRESS: 2305 E. AURORA ROAD, SUITE A-3, TWINSBURG OH 44087 DESCRIPTION: FIXED INSURANCE & ANNUITY SALES & SERVICE EVOLUTION WEALTH MANAGEMENT, LLC POSITION: President NATURE: Investment Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/31/2018 ADDRESS: 2305 E. Aurora Road, Suite A-3, Twinsburg OH 44087, United States DESCRIPTION: Manage the daily activities and all trading activity. Pay all expenses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-23 |
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