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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-03-30
  • PA RA
    APPROVED
    Since 2015-03-30

Branch Locations

1 East Broad Street Suite 440, Bethlehem, PA 18018 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-04-07
  • PA RA
    APPROVED
    Since 2011-04-07

Branch Locations

Macungie, PA • United States

1 East Broad Street Suite 550, Bethlehem, PA 18018 • 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. Bethlehem PA 02/2006 Present
  • 02/2006 → Present
    Lincoln Investment Planning, Inc.
    Bethlehem, PA
Other Businesses

ITTY BITTY KITTY INC. POSITION: I am the director of Itty Bitty Kitty, Inc. and also a board member. NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2007 ADDRESS: 878 Minesite Rd, Allentown PA 18103 DESCRIPTION: I am the director of the organization. I organize special events and fundraisers on the weekends along with adoption events. I also handle the accounting for the organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-10-02
  • S66 Uniform Combined State Law Examination
    1998-10-02
Other Names
  • Kathi Kuzo

View on SEC IAPD

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