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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-10 |
| FL | RA | APPROVED | 2010-06-09 |
Branch Locations
16241 N. Florida Ave, Lutz, FL 33549 • United States
Lake Worth, FL • 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 |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Lutz | FL | 04/2008 | Present |
| Capital Analysts, Llc | Lutz | FL | 06/2023 | Present |
RAINMAN SPRINKLERS CORP POSITION: president NATURE: irrigation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2022 ADDRESS: 1144 ne 48th st, pompano bch FL 33064, United States DESCRIPTION: incorporating the company and then having my son in law in charge of day to day TOTAL FINANCIAL SOLUTION POSITION: owner /president NATURE: ins and annuity (fixed) sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/01/1994 ADDRESS: po box 540475, lake worth FL 33454, United States DESCRIPTION: fixed annuity and life ins sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-04 |
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