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Austin Brooks Willison

Capital Analysts

Getzville, NY

Lincoln Investment

Amherst, NY

Fort Washington, PA

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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-13
  • NY RA
    APPROVED
    Since 2021-05-13

Branch Locations

2293 Millersport Highway, Getzville, NY 14068 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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, Llc Fort Washington PA 04/2019 Present
Unemployed North Tonawanda NY 10/2018 04/2019
Dave & Adam's Card World Tonawanda NY 02/2017 10/2018
Dave & Adam's Card World Tonawanda NY 11/2014 02/2017
Lawley Insurance Buffalo NY 08/2016 11/2016
State University Of New York College At Buffalo Buffalo NY 08/2015 05/2017
Uber San Francisco CA 07/2017 07/2017
  • 04/2019 → Present
    Lincoln Investment Planning, Llc
    Fort Washington, PA
  • 10/2018 → 04/2019
    Unemployed
    North Tonawanda, NY
  • 02/2017 → 10/2018
    Dave & Adam's Card World
    Tonawanda, NY
  • 11/2014 → 02/2017
    Dave & Adam's Card World
    Tonawanda, NY
  • 08/2016 → 11/2016
    Lawley Insurance
    Buffalo, NY
  • 08/2015 → 05/2017
    State University Of New York College At Buffalo
    Buffalo, NY
  • 07/2017 → 07/2017
    Uber
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-23
  • S66 Uniform Combined State Law Examination
    2019-05-23

View on SEC IAPD

Other Firms

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KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.

Other Investors

Bogdana Sokolov
BRENDA M POKOJOWCZYK-SMITH
Alexis Irene Switzer
Jason D Danheiser
SAMUEL M BRONSKY
LAWRENCE HUGH LEVIN
Benjamin William Whitford
JEFFREY J WOHLFAHRT

Other Offices

CITIGROUP GLOBAL MARKETS INC. · GETZVILLE, NY
CITIGROUP GLOBAL MARKETS INC. · GETZVILLE, NY
KEY INVESTMENT SERVICES LLC · Amherst, NY
CETERA INVESTMENT ADVISERS LLC · AMHERST, NY
MML INVESTORS SERVICES, LLC · Amherst, NY
LPL FINANCIAL LLC · EAST AMHERST, NY
PRINCIPAL SECURITIES, INC. · AMHERST, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Amherst, NY

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