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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-02 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-06-05 |
Branch Locations
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 11/2005 | 01/2017 |
| Lincoln Investment | Winder | GA | 01/2017 | Present |
| Capital Analysts | Fort Washington | PA | 05/2023 | Present |
OCONEE BASS CLUB POSITION: Treasurer NATURE: Fishing Club INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2017 ADDRESS: 508 Tucker Rd, Winder GA 30680 DESCRIPTION: Collect membership dues, handle club bank account and once amonth make a withdrawal to payout tournament winnings Refinancial services Position: CEO Nature: Pay office payroll , office expenses Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 2/2/1999 Address: 315 Resource Place Winder, GA 30680 Description: pay all business expenses including payroll. I incorporated for Tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-04 |
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