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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-01-13
  • NJ RA
    APPROVED
    Since 2023-01-13

Branch Locations

10000 Sagemore Drive #10201, Marlton, NJ 08053 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-01-12
  • NJ RA
    APPROVED
    Since 2023-01-12

Branch Locations

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial Woodbury NJ 01/2012 01/2019
Raymond James Financial Services Inc. West Deptford NJ 01/2019 01/2023
Raymond James Financial Services Advisors, Inc. West Deptford NJ 01/2019 01/2023
Anthony L. Panto West Deptford NJ 01/2007 Present
Non-Variable Insurance West Deptford NJ 01/2007 Present
Lincoln Investment Fort Washington PA 01/2023 Present
Capital Analysts Fort Washington PA 01/2023 Present
  • 01/2012 → 01/2019
    Sagepoint Financial
    Woodbury, NJ
  • 01/2019 → 01/2023
    Raymond James Financial Services Inc.
    West Deptford, NJ
  • 01/2019 → 01/2023
    West Deptford, NJ
  • 01/2007 → Present
    Anthony L. Panto
    West Deptford, NJ
  • 01/2007 → Present
    Non-Variable Insurance
    West Deptford, NJ
  • 01/2023 → Present
    Fort Washington, PA
  • 01/2023 → Present
    Fort Washington, PA
Previous Registrations
Other Businesses

ANTHONY PANTO POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 108 Braddock Lane, Deptford NJ 08096, United States DESCRIPTION: Sell small group health insurance to referred businesses. Junior Achievement of New Jersey Position: Board Member Nature: Non-Profit Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 12/13/2022 Address: 360 Pear Blossom Drive , Edison, NJ 08837 Description: Board Member and organize financial literacy events. I do not have check writing abilities or any financial authority. Panto Wealth Strategies, Inc. POSITION: Principal NATURE: Tax/Accounting Purposes, Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 6/17/2016 ADDRESS: 108 Braddock Lane, Deptford NJ 08096, United States DESCRIPTION: DBA for Lincoln business. This S-Corp was created for tax purposes to receive income from primary business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-09
S63 Uniform Securities Agent State Law Examination 1990-05-15
  • S65 Uniform Investment Adviser Law Examination
    1998-12-09
  • S63 Uniform Securities Agent State Law Examination
    1990-05-15

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