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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2014-05-02
  • NJ RA
    APPROVED
    Since 2014-05-02

Branch Locations

8000 Sagemore Drive Suite 8301, Marlton, NJ 08053 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2010-10-25
  • NJ RA
    APPROVED
    Since 2010-10-25

Branch Locations

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • 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. Marlton NJ 08/2010 Present
Ctc, L.L.C. Chicago IL 01/2012 Present
  • 08/2010 → Present
    Lincoln Investment Planning, Inc.
    Marlton, NJ
  • 01/2012 → Present
    Ctc, L.L.C.
    Chicago, IL
Other Businesses

MANTUA TOWNSHIP MUNICIPAL UTILITIES AUTHORITY POSITION: Board Chair NATURE: Utilities INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2023 ADDRESS: 401 Main St, Mantua NJ 08051, United States DESCRIPTION: Board Chair presides over the monthly meeting and review any issues with the utility during the meeting. GLOUCESTER COUNTY LIBRARY SYSTEM POSITION: Board Chair NATURE: Library INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2023 ADDRESS: 389 Wolfert Station Rd, Mullica Hill NJ 08062, United States DESCRIPTION: Board Chair presides over the monthly meeting and review any issues within the Library system. Royal Neighbors of America Position: agent Nature: Insurance / fixed annuity Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 2/18/2026 Address: 10000 Sagemore Drive STE 10201  Marlton,  NJ  08053 Description: agent / producer Oceanview Insurance  Position: Agent Nature: Fixed Annuity / insurance Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 2/26/2026 Address: 10000 Sagemore Drive Ste 10201 Marlton, NJ 08053 Description: agent/ producer Gloucester County Committee Position: county committee Nature: rep for political party Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 6/2/2026 Address: 27 S Broad St Woodbury, NJ 08096 Description: electing local party leadership

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-24
S63 Uniform Securities Agent State Law Examination 2010-02-08
  • S66 Uniform Combined State Law Examination
    2010-10-24
  • S63 Uniform Securities Agent State Law Examination
    2010-02-08

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