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Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-06-04 |
Branch Locations
123 Franklin Cornor Rd Suite 112, Lawrenceville, NJ 08648 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-06-01 |
Branch Locations
123 Franklin Corner Road Suite 112, Lawrenceville, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts | Radnor | PA | 01/2003 | Present |
| Lincoln Investment | Lawrenceville | NJ | 06/2012 | Present |
DOUGLAS H BAILEY POSITION: INSURANCE BROKER NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 150 INVESTMENT RELATED HOURS: 6 START DATE: 02/01/2002 ADDRESS: 123 FRANKLIN CORNER ROAD, SUITE 112, LAWRENCEVILLE NJ 08648 DESCRIPTION: LIFE, HEALTH, AND DISABILITY INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-03-21 |
| S66 | Uniform Combined State Law Examination | 2002-03-22 |
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