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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-07-16
  • MA RA
    APPROVED
    Since 2019-07-16

Branch Locations

7 Federal Street Suite 31, Danvers, MA 01923 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2014-01-03
  • ME RA
    APPROVED
    Since 2014-01-03

Branch Locations

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

7 Federal Street Suite 31, Danvers, MA 01923 • United States

Natick, MA • 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 Planning Inc Waltham MA 11/2013 Present
  • 11/2013 → Present
    Lincoln Investment Planning Inc
    Waltham, MA
Previous Registrations
  • 2012-06-19 → 2012-12-06
    St Louis, MO
    Milford, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-11
  • S66 Uniform Combined State Law Examination
    2012-06-11

View on SEC IAPD

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