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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-01
  • NY RA
    APPROVED
    Since 2024-08-01

Branch Locations

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

72 Maple Wood Ln., Riverhead, NY 11901 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-01
  • NY RA
    APPROVED
    Since 2024-08-01

Branch Locations

Riverhead, NY • 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
National Life Hauppauge NY 01/2016 08/2024
Equity Services, Inc. Montpelier VT 01/2016 08/2024
Lincoln Investment Fort Washington PA 08/2024 Present
Capital Analysts Fort Washington PA 08/2024 Present
Previous Registrations
Other Businesses

INSURANCE - BRIAN REYNOLDS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2024 ADDRESS: 640 Johnson Avenue, Suite 204, Bohemia NY 11716, United States DESCRIPTION: Prospecting and securing insurance solutions for clients for life, health, disability and long term care PECONIC HOCKEY FOUNDATION POSITION: Volunteer/Marketing NATURE: Non-Profit Charity INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2023 ADDRESS: PO Box 374, Wading River NY 11792, United States DESCRIPTION: Selling sponsorships and advertising for Peconic Hockey Foundation COLLECTIBLE SALES POSITION: sole proprietor NATURE: buying and selling collectibles INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 72 Maple Wood Lane, Riverhead NY 11901, United States DESCRIPTION: Sell collectibles on occasion

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-09-27
  • S63 Uniform Securities Agent State Law Examination
    2012-09-27

View on SEC IAPD

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