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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2018-11-30 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-06-08 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Legend Group | Palm Beach Gardens | CT | 05/2012 | 01/2017 |
| Lincoln Investment | Milford | CT | 01/2017 | Present |
RENTAL POSITION: Owner, Landlord NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 1081 Racebrook Rd, Woodbridge CT 06525, United States DESCRIPTION: As the landlord occasionally need to fix or repair minor issues or coordinate with an appropriate contractor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-23 |
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