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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-09-19
  • WA RA
    APPROVED
    Since 2022-09-19

Branch Locations

Everson, WA • United States

900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-09-19
  • WA RA
    APPROVED
    Since 2022-09-19

Branch Locations

900 Sw 16Th Street Suite 215, Renton, WA 98057 • 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
Chs Nw Lynden WA 01/2019 08/2021
Western Washington University Bellingham WA 09/2015 03/2021
Thrivent Investment Management Inc Ferndale WA 09/2021 09/2022
Thrivent Financial Appleton WI 11/2021 07/2022
Thrivent Financial Appleton WI 07/2022 09/2022
Carla Benson Accounting Bellingham WA 01/2016 07/2018
Lithtex Nw Bellingham WA 04/2017 12/2017
Lincoln Investment Fort Washington PA 09/2022 Present
Capital Analysts Fort Washington PA 09/2022 Present
  • 01/2019 → 08/2021
    Chs Nw
    Lynden, WA
  • 09/2015 → 03/2021
    Western Washington University
    Bellingham, WA
  • 09/2021 → 09/2022
    Ferndale, WA
  • 11/2021 → 07/2022
    Thrivent Financial
    Appleton, WI
  • 07/2022 → 09/2022
    Thrivent Financial
    Appleton, WI
  • 01/2016 → 07/2018
    Carla Benson Accounting
    Bellingham, WA
  • 04/2017 → 12/2017
    Lithtex Nw
    Bellingham, WA
  • 09/2022 → Present
    Fort Washington, PA
  • 09/2022 → Present
    Fort Washington, PA
Previous Registrations
Other Businesses

BUCKSKIN BRAND POSITION: In charge of social media marketing and would like to take over ownership NATURE: horse gear boutique INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2023 ADDRESS: 435 E 3rd St, Sumas WA 98295, United States DESCRIPTION: Take photos of items and post them to the website and social media.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-16
  • S66 Uniform Combined State Law Examination
    2022-02-16

View on SEC IAPD

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