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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2018-11-15 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-06-05 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
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 | 02/2014 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2016 | 09/2019 |
| Lincoln Investment | Chambersburg | PA | 01/2017 | Present |
TARDOSKY AGENCY, LLC POSITION: Owner NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/27/2010 ADDRESS: 430 Epic Drive, Chambersburg PA 17201, United States DESCRIPTION: Not using this LLC for anything. Still active with Secretary of State
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-03 |
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