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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 2024-03-27
FL RA APPROVED 2017-12-19
  • TX RA
    APPROVED_RES
    Since 2024-03-27
  • FL RA
    APPROVED
    Since 2017-12-19

Branch Locations

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

Tallahassee, FL • United States

1410 Piedmont Drive East, Tallahassee, FL 32308 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-12-21
  • FL RA
    APPROVED
    Since 2017-12-21

Branch Locations

1410 Piedmont Drive, Tallahassee, FL 32301 • 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
Waddell & Reed Inc Tallahassee FL 04/2016 11/2017
Various Insurance Carriers For W&R Insurance Agencies Tallahassee FL 11/2016 Present
Big Bend Hospice Tallahassee FL 01/2013 Present
League Of Women Voters- Tallahassee Chapter Tallahassee FL 02/2017 Present
Zonta Tallahassee Tallahassee FL 06/2017 Present
League Of Women Voters-Tallahassee Chapter Tallahassee FL 07/2017 Present
Lincoln Investment Fort Washigton PA 12/2017 Present
Capital Analyst Tallahassee FL 12/2017 Present
League Of Women Voters Tallahassee FL 10/2017 Present
Toastmasters Tallahassee FL 10/2017 Present
Business Networking International (Bni) Tallahassee FL 10/2017 Present
  • 04/2016 → 11/2017
    Waddell & Reed Inc
    Tallahassee, FL
  • 11/2016 → Present
    Various Insurance Carriers For W&R Insurance Agencies
    Tallahassee, FL
  • 01/2013 → Present
    Big Bend Hospice
    Tallahassee, FL
  • 02/2017 → Present
    League Of Women Voters- Tallahassee Chapter
    Tallahassee, FL
  • 06/2017 → Present
    Zonta Tallahassee
    Tallahassee, FL
  • 07/2017 → Present
    League Of Women Voters-Tallahassee Chapter
    Tallahassee, FL
  • 12/2017 → Present
    Fort Washigton, PA
  • 12/2017 → Present
    Capital Analyst
    Tallahassee, FL
  • 10/2017 → Present
    League Of Women Voters
    Tallahassee, FL
  • 10/2017 → Present
    Toastmasters
    Tallahassee, FL
  • 10/2017 → Present
    Business Networking International (Bni)
    Tallahassee, FL
Previous Registrations
  • 2016-10-12 → 2017-12-06
    Waddell & Reed
    Tallahassee, FL
    Charleroi, PA
Other Businesses

TALLAHASSEE LEAGUE OF WOMEN VOTERS POSITION: Elected Board Member NATURE: Education and Advocacy INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 2507 Callaway Rd Ste 102A, Tallahassee FL 32302, United States DESCRIPTION: Attend board meetings THE GABOR AGENCY, INC. POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/18/2017 ADDRESS: 1410 Piedmont Dr. E., Tallahassee FL 32308, United States DESCRIPTION: Provide insurance & retirement options to Florida college and university employees.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-11
  • S66 Uniform Combined State Law Examination
    2016-10-11

View on SEC IAPD

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