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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-08-10
  • FL RA
    APPROVED
    Since 2021-08-10

Branch Locations

16241 N. Florida Ave, Lutz, FL 33549 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-22
  • FL RA
    APPROVED
    Since 2021-07-22

Branch Locations

16241 N. Florida Ave, Lutz, FL 33549 • 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 Fort Washington PA 08/2019 Present
Steak N Shake New Port Richey FL 05/2012 01/2019
West Coast Financial Lutz FL 01/2019 Present
Lincoln Investment Fort Washington PA 07/2021 Present
Capital Analysts Fort Washington PA 07/2021 Present
  • 08/2019 → Present
    Fort Washington, PA
  • 05/2012 → 01/2019
    Steak N Shake
    New Port Richey, FL
  • 01/2019 → Present
    West Coast Financial
    Lutz, FL
  • 07/2021 → Present
    Fort Washington, PA
  • 07/2021 → Present
    Fort Washington, PA
Other Businesses

THE BEACH RESPONSIBLY PROJECT POSITION: Treasurer, Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2022 ADDRESS: 1911 5TH AVENUE SOUTH, St Petersburg FL 33712, United States DESCRIPTION: Volunteering to clean up Florida Beaches. Purchase materials needed for beach clean ups. Clean up trash off beaches after major events. Hold fundraisers to raise money for donations to other charities. CHRISTIAN ISALY POSITION: Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 140 START DATE: 05/03/2021 ADDRESS: 16241 N Florida Ave, Lutz FL 33549, United States DESCRIPTION: Attend meetings with Christian to service his existing clients. WEST COAST FINANCIAL GROUP POSITION: Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 145 START DATE: 01/28/2019 ADDRESS: 16241 N Florida Ave, Lutz FL 33549, United States DESCRIPTION: Attend meetings with Christian, Service Clients accounts, turn in and update paperwork and client activity logs, schedule appointments, learn the new technology, follow ups, rebalancing portfolios, etc. Liberty Bankers POSITION: Selling Agent NATURE: Fixed Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 5750 County Road 225, Brownwood TX 76801, United States DESCRIPTION: Selling Fixed Annuities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-27
  • S66 Uniform Combined State Law Examination
    2019-12-27
Other Names
  • Drew Laforge

View on SEC IAPD

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