Lyle Harley Cole

Current Employers

Employment History

• 06/2012 → Present
  Lincoln Investment
  Carlsbad, NM
• 05/2022 → Present
  Bco Wealth Management, Llc
  Carlsbad, NM
• 06/2012 → 11/2022
  Lincoln Investment
  Carlsbad, NM

Previous Registrations

• 2012-06-05 → 2022-11-04
  Capital Analysts
  Carlsbad, NM
• 2005-05-04 → 2012-06-01
  Cincinnati Analysts, Inc.
  Carlsbad, NM
  Carlsbad, NM
  Cincinnati, OH
• 1997-01-17 → 2005-05-04
  Osaic Fa, Inc.
  Carlsbad, NM

Other Businesses

PARTNER- BURBA, COLE & OVERSTREET, LLC; INV ADV REP WITH CAPITAL ANALYSTS; FIXED LIFE & HEALTH INSURANCE SALES & SERVICE; SOLICITATION AND SERVICE OF FIXED INSURANCE STRUCTURED SETTLEMENTS THROUGH SUMMIT SETTLEMENTS - NOT AN ACTIVITY SUPERVISED BY CAPITAL ANALYSTS. ALL ACTIVITIES DONE DURING AND AFTER MARKET HOURS AT RECORD BRANCH OFFICE ADDRESS FOR COMPENSATION. INSURANCE POSITION: 100% OWNER NATURE: FIXED INSURANCE PRODUCTS INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1996 ADDRESS: 412 N CANAL ST, CARLSBAD NM 88220 DESCRIPTION: SALE AND REVIEW OF FIXED INCOME PRODUCTS BURBA COLE OVERSTREET LLC POSITION: MANAGING PARTNER 50% NATURE: FINANCIAL SERVICES INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 200 START DATE: 01/01/1996 ADDRESS: 412 N CANAL ST, CARLSBAD NM 88220 DESCRIPTION: THE FIRM MANAGES EMPLOYEES AND OTHER RELATED COSTS. THE FIRM HAS SOME DIRECT FIXED INSURANCE BUSINESS PAID DIRECTLY TO THE FIRM. COLE & OVERSTREET LLC POSITION: 50% MANAGING MEMBER NATURE: COMMERCIAL REAL ESTATE INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1996 ADDRESS: 412 N CANAL ST, CARLSBAD NM 88220 DESCRIPTION: HOLDS COMMERCIAL PROPERTY LEASED COLE FINANCIAL LLC POSITION: 100% MANAGING MEMBER WITH WIFE NATURE: INVESTMENTS FOR PERSONAL USE INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2000 ADDRESS: 208-2 E ORCHARD LN, CARLSBAD NM 88220 DESCRIPTION: INVESTMENTS FOR MY FAMILY FAITH, HOPE & LOVE FOUNDATION POSITION: Board Member NATURE: charity for people in Eddy County INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: 933 N Canal St, Carlsbad NM 88220, United States DESCRIPTION: Advise on charity concerns BCO WEALTH MANAGEMENT, LLC POSITION: managing member, co-owner, IAR NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 07/22/2022 ADDRESS: 412 N Canal, CARLSBAD NM 88220-9674, United States DESCRIPTION: investment and planning related services MJ KC RE LEGACY LLC POSITION: Owner of the business NATURE: Rental Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2024 ADDRESS: 1205 W. Pierce St, Carlsbad NM 88220, United States DESCRIPTION: We will buy rental properties and rent them out in Carlsbad, NM.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-07
• S63 Uniform Securities Agent State Law Examination
  1991-11-15

Designations