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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2012-06-14 |
Branch Locations
5050 Poplar Ave Suite 1200-1204, Memphis, TN 38157 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2012-06-01 |
Branch Locations
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
5050 Poplar Ave #1202, Memphis, TN 38157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts, Incorporated | Memphis | TN | 01/1993 | Present |
| Lincoln Investment | Memphis | TN | 06/2012 | Present |
INSURANCE SALES POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 09/11/1964 ADDRESS: 5050 POPLAR # 1202, MEMPHIS TN 38157 DESCRIPTION: INSURANCE SALES AND SERVICE LIFE SETTLEMENTS WITH PSF POSITION: AGENT ON BEHALF OF CLIENT NATURE: LIFE SETTLEMENTS INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 11/21/2014 ADDRESS: 21021 VENTURA BLVD, WOODLAND HILLS CA 91364-2241 DESCRIPTION: SEE IF A CLIENT'S LIFE POLICY THAT IS ABOUT TO BE TERMINATED IS SALEABLE TO LIFE SETTLEMENT THE PINNACLE STUDY GROUP POSITION: Emerits Member NATURE: Study Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/17/1995 ADDRESS: Jim Forbis, President, 5050 Poplar, Suite 1204, Memphis TN 38157, United States DESCRIPTION: ATTEND STUDY GROUP TO LEARNS NEW PLANNING IDEAS. I no longer physically attend the February and August meetings, since COVID started. ANCHOR POINT FINANCIAL POSITION: Agent, no ownership NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2012 ADDRESS: 5050 POPLAR AVENUE, SUITE 1202, MEMPHIS TN 38138, United States DESCRIPTION: INSURANCE Sales & Service. Financial Advisor with Lincoln Investment
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-25 |
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