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Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-03 |
Branch Locations
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-30 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 02/2021 |
| Suntrust Bank | Tallahassee | FL | 08/2018 | 12/2018 |
| Chick Fil A | Tallahassee | FL | 01/2015 | 09/2018 |
| Florida Senate | Tallahassee | FL | 01/2018 | 03/2018 |
| Lincoln Investment | Fort Washington | PA | 04/2021 | Present |
| Capital Analysts | Fort Washington | PA | 04/2021 | Present |
| Gabor Financial Solutions | Tallahassee | FL | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-19 |
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