Rylan John Marx

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Capital Analysts

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2014-03-10

PA RA
APPROVED

Since 2014-03-10

Branch Locations

1000 Brooktree Rd. Suite 100, Wexford, PA 15090 • United States

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-06-01

PA RA
APPROVED

Since 2011-06-01

Branch Locations

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

1000 Brooktree Rd Suite 100, Wexford, PA 15090 • 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

Organization	City	State	From	To
Lincoln Investment Planning, Inc.	Pittsbrugh	PA	11/2005	Present

11/2005 → Present

Lincoln Investment Planning, Inc.

Pittsbrugh, PA

Other Businesses

ATI FINANCIAL POSITION: Partner NATURE: Tax and Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2019 ADDRESS: 1000 Brooktree Rd, Suite 100, Wexford PA 15090, United States DESCRIPTION: Review and some input of basic returns

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-05-31
S63	Uniform Securities Agent State Law Examination	2005-09-16

S66 Uniform Combined State Law Examination

2011-05-31
S63 Uniform Securities Agent State Law Examination

2005-09-16

View on SEC IAPD