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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

6311 Fly Road, East Syracuse, NY 13057 • 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

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

6690 Hammersmith Drive, East Syracuse, NY 13057 • 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
Grandjean, Wagner, Beiter & Co East Syracuse NY 12/2010 Present
Choicepay Inc East Syracuse NY 01/2015 07/2021
  • 08/2019 → Present
    Fort Washington, PA
  • 12/2010 → Present
    Grandjean, Wagner, Beiter & Co
    East Syracuse, NY
  • 01/2015 → 07/2021
    Choicepay Inc
    East Syracuse, NY
Other Businesses

JDE EXCLUSIVE PROPERTIES LLC POSITION: Managing Member NATURE: Self Rental/Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/15/2021 ADDRESS: 3316 QUAKER LADY CIRCLE, BALDWINSVILLE NY 13027, United States DESCRIPTION: Own and manage self-rental property. The LLC was created to hold a piece of commercial property (currently under contract for purchase, close ETA March 15) that will be a self rental to my company, Grandjean, Beiter & Company, LLC. The owners of the LLC that will hold the property as well as the owners of Grandjean, Beither & Company, LLC are the same, with the same percentages of ownership. Grandjean, Wagner, Beiter & Co POSITION: Co-Owner and CPA NATURE: Accounting, Bookkeeping & Tax Service INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 12/20/2010 ADDRESS: 6690 Hammersmith Dr, East Syracuse NY 13057, United States DESCRIPTION: Client services: I prepare individual and business tax returns. I also assist clients with tax planning and bookkeeping services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-31
  • S66 Uniform Combined State Law Examination
    2020-01-31

View on SEC IAPD

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