Gwendolyn Anne Bork

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 02/2017
  Well Fargo Advisors Financial Network, Llc
  Depew, NY
• 02/2017 → 04/2019
  Commonwealth Financial Network
  Waltham, MA
• 02/2017 → 04/2019
  Custom Wealth Strategies
  Depew, NY
• 04/2019 → Present
  Lincoln Investment Planning, Llc
  Fort Washington, PA

Previous Registrations

• 2016-11-18 → 2017-02-24
  Wells Fargo Advisors Financial Network, Llc
  Cheektowaga, NY

Other Businesses

Name: Walking the Fine Line; Business Investment Related: No; Address: 3101 Townline Rd. Alden, NY 14004; Published author of "above" book, book sold online; Published author; Start: published 2004, new publisher date: 03/2019; 0 hours per month; 0 hours during trading hours; Duties: Book not investment related; QUEEN CITY COLLABORATIVE POSITION: Owner NATURE: Consulting, leadership training, speaking INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2018 ADDRESS: 3101 Townline Rd., Alden NY 14004, United States DESCRIPTION: Help businesses and nonprofits gain exposure FOCUS: FOR OUR COMMUNITY UNITY & SUPPORT POSITION: President Project Coordinator NATURE: addiction prevention nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2020 ADDRESS: 3101 Townline Rd., Alden NY 14004, United States DESCRIPTION: Marketing, Grant writing & Grant Management, facilitate meetings and events DEPEW HIGH SCHOOL ACADEMY OF FINANCE POSITION: Advisory Board Member NATURE: Business Skills INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/12/2021 ADDRESS: 5201 Transit Rd., Depew NY 14043, United States DESCRIPTION: help students seeking business skills and financial literacy find organizations to job shadow or intern with for college credits WNY NAF POSITION: Chairman/President NATURE: Mentors Students INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 5201 Transit Rd,, Depew NY 14043, United States DESCRIPTION: We mentor high school students and provide university related workshops. TOWN OF ALDEN POSITION: Town Council NATURE: Public Service INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 3311 Wende Road, Alden NY 14004, United States DESCRIPTION: Assist other town council members in matters of town government such as new builds, new hires, water districts, etc. THE RED REVOLUTION POSITION: Published Recording Artist NATURE: Independent Music Album INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2012 ADDRESS: 3101 Townline Rd., Alden NY 14004, United States DESCRIPTION: Singer/Songwriter

Exams

• S66 Uniform Combined State Law Examination
  2016-11-18

Other Names

• Gwendolyn Bork