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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-06-26
  • PA RA
    APPROVED
    Since 2019-06-26

Branch Locations

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

703 Old Route 422 West, Butler, PA 16001 • United States

101 N Oakland Dr, Chicora, PA 16025 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-06-26
  • PA RA
    APPROVED
    Since 2019-06-26

Branch Locations

703 Old Route 422 West, Butler, PA 16001 • 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
Hd Vest Investment Services Butler PA 08/2018 06/2019
Diehl Accounting And Financial Services Butler PA 11/2016 Present
Bonus Accounting Llc Chicora PA 05/2016 Present
City Of Butler Butler PA 08/2016 Present
Lincoln Investment Fort Washington PA 06/2019 Present
  • 08/2018 → 06/2019
    Hd Vest Investment Services
    Butler, PA
  • 11/2016 → Present
    Diehl Accounting And Financial Services
    Butler, PA
  • 05/2016 → Present
    Bonus Accounting Llc
    Chicora, PA
  • 08/2016 → Present
    City Of Butler
    Butler, PA
  • 06/2019 → Present
    Fort Washington, PA
Previous Registrations
  • 2018-09-06 → 2019-04-03
    Avantax Advisory Services
    Butler, PA
    Dallas, TX
Other Businesses

BONUS ACCOUNTING LLC POSITION: Owner NATURE: Certified Public Accountant INVESTMENT RELATED: No NUMBER OF HRS: 160 SECURITIES TRADING HRS: 130 START DATE: 6/1/16 ADDRESS: 101 N Oakland Dr, Chicora PA 16025 DESCRIPTION: Certified Public Accountant, performing various accounting and tax services. Oversee office rentals BUTLER COUNTY CHAMBER OF COMMERCE POSITION: I am a board member on the Butler County Chamber of Commerce. It is an uncompensated position for a non-profit entity. NATURE: Non-profit board INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITIES TRADING HRS: 2 START DATE: 4/1/16 ADDRESS: 101 E Diamond St #116, Butler PA 16001 DESCRIPTION: I attend monthly board meetings to discuss events and opportunities going on with the Chamber of Commerce UNITED WAY OF SOUTHWESTERN PA POSITION: Board member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITIES TRADING HRS: 2 START DATE: 5/1/18 ADDRESS: 1250 Penn Ave, Pittsburgh PA 15222 DESCRIPTION: Attend quarterly board meetings and finance committee meetings. Also attend local operating board meetings and committee meetings BUTLER COUNTY YOUNG PROFESSIONALS POSITION: Board member NATURE: Social Organization INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 5/1/13 ADDRESS: 101 E Diamond St #116, Butler PA 16001 DESCRIPTION: Attend Monthly Board meetings and social and networking events PENN THEATER PERFORMANCE COMPANY POSITION: Treasurer and Board member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 5/1/16 ADDRESS: 147-151 N Main St, Butler PA 16001 DESCRIPTION: Attend Quarterly Board meetings MASONIC ASSOCIATION - BUTLER 272 POS: Representative to the grand lodge elected officer. NAT: Fraternal Society INV REL: No # OF HRS: 3 TRADING HRS: 0 START DATE: 11/15/17 ADDR: 346 S Main St, Butler PA 16001 DESCR: Attend Stated meetings and extra meetings on a monthly basis, volunteer for various events SLIPPERY ROCK UNIVERSITY FOUNDATION STUDENT HOUSING LLC POS: My position is being on the board of directors to oversee operations. NAT: Student Housing Board of Directors INV REL: No # OF HRS: 1 TRADING HRS: 1 START DATE: 10/28/21 ADDR: 104 Maltby Ave, Suite 100, SLIPPERY ROCK PA 16057 DESCR: Attend and participate in board meetings, provide professional expertise and experience. SLIPPERY ROCK FOUNDATION POS: I was elected to the Board of the Slippery Rock University Foundation. My orientation and official first meeting is poised to be October 28th. I will be a part of the board of directors that oversees operations. NAT: Non-profit organization foundation. INV REL: No # OF HRS: 1 TRADING HRS: 2 START DATE: 10/28/21 ADDR: 104 Maltby Ave, Suite 100, SLIPPERY ROCK PA 16057 DESCR: Attend and Participate in Quarterly board meetings- Become knowledgeable about the business and operation of the Foundation- Participate in fundraising - Provide professional expertise and experience Background Extra in movie Position: Background extra Nature: Film/Media Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 7/2/2025 Address: N/A Description: I was a background extra for 2 days for a movie. Bonus Properties LLC Position: Partner Nature: Real Estate  Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 6/2/2025 Address: 703 W Old Route 422 Butler, PA 16001 Description: Real Estate Management. Collect Rents. SRUF Campus Housing, Inc. POS: Director Nature: Student Housing INV Related: No Hours: 1 Trading Hours: 1 Start Date: 12/10/2025 Address: PO Box 233 Slippery Rock, PA 16057 Description: board member that will convene quarterly. we hear from the executive director as an update on things going on.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-04
  • S66 Uniform Combined State Law Examination
    2019-01-04

View on SEC IAPD

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