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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-28
CA RA APPROVED 2023-07-05
  • TX RA
    APPROVED_RES
    Since 2025-03-28
  • CA RA
    APPROVED
    Since 2023-07-05

Branch Locations

21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States

258 E Badillo St Suite A, Covina, CA 91723 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-05
  • CA RA
    APPROVED
    Since 2023-07-05

Branch Locations

258 E. Badillo Street Suite A, Covina, CA 91723 • 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
Horace Mann Companies Springfield IL 10/2015 04/2019
Horace Mann Investors Inc. Springfield IL 10/2015 Present
Horace Mann Companies Springfield IL 04/2019 11/2020
Flores-Chatfield Agency Covina CA 04/2019 11/2020
Horace Mann Companies Springfield IL 11/2020 07/2023
Lincoln Investment Fort Washington PA 07/2023 Present
Capital Analysts Fort Washington PA 07/2023 Present
  • 10/2015 → 04/2019
    Horace Mann Companies
    Springfield, IL
  • 10/2015 → Present
    Springfield, IL
  • 04/2019 → 11/2020
    Horace Mann Companies
    Springfield, IL
  • 04/2019 → 11/2020
    Flores-Chatfield Agency
    Covina, CA
  • 11/2020 → 07/2023
    Horace Mann Companies
    Springfield, IL
  • 07/2023 → Present
    Fort Washington, PA
  • 07/2023 → Present
    Fort Washington, PA
Previous Registrations
Other Businesses

COVINA-SOUTH HILLS KIWANIS CLUB POSITION: President NATURE: Non-Profit: Community Service INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2017 ADDRESS: PO Box 1334, Covina CA 91722, United States DESCRIPTION: Community service club to raise money for scholarships for students locally and other community service (ex. meals on wheels, etc.) FLORES-CHATFIELD & CHATFIELD, INC. DBA CHATFIELD WEALTH MANAGEMENT POSITION: CFO NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 8 START DATE: 01/18/2019 ADDRESS: 258 E. Badillo St, Suite A, Covina CA 91723, United States DESCRIPTION: DBA for Lincoln business. MITCHELL CHATFIELD POSITION: Referred Partner NATURE: Insurance Referrals INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2023 ADDRESS: 258 E. Badillo St., Suite A, Covina CA 91723, United States DESCRIPTION: Connect clients to P&C Partner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-17
S63 Uniform Securities Agent State Law Examination 2015-12-11
  • S65 Uniform Investment Adviser Law Examination
    2020-12-17
  • S63 Uniform Securities Agent State Law Examination
    2015-12-11

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