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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
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

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
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

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