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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-12-04
  • FL RA
    APPROVED
    Since 2015-12-04

Branch Locations

16241 N. Florida Ave., Lutz, FL 33549 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2005-12-06
  • FL RA
    APPROVED
    Since 2005-12-06

Branch Locations

16241 N. Florida Ave, Lutz, FL 33549 • 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
Hd Vest Advisory Services, Inc. Irving TX 09/1995 Present
Lincoln Investment Planning, Inc. Lutz FL 09/2005 Present
  • 09/1995 → Present
    Hd Vest Advisory Services, Inc.
    Irving, TX
  • 09/2005 → Present
    Lincoln Investment Planning, Inc.
    Lutz, FL
Other Businesses

WEST COAST FINANCIAL POSITION: Sales rep/agent NATURE: life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1999 ADDRESS: 16241 N Florida Ave, Lutz FL 33456, United States DESCRIPTION: sell life insurance SAND BLASTING POSITION: Starting a sand blasting business for my son NATURE: Sand blasting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2022 ADDRESS: 5514 Carbine Ct, New Port Richey FL 34655, United States DESCRIPTION: I will buy a sand blaster for him to start/run a small business. LIFE INSURANCE & FIXED ANNUITY POSITION: Agent NATURE: Life Insurance & Fixed Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 2/1/2012 ADDRESS: 16241 N. Florida Ave, Lutz FL 33549, United States DESCRIPTION: Sell fixed annuity and life insurance when appropriate FLORIDA STATE GUARD POSITION: Support Staff NATURE: Disaster Response INVESTMENT RELATED: No NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2601 S Blair Stone Rd, Tallahassee FL 32301, United States DESCRIPTION: The Florida National Guard responds quickly and ensure that communities are provided with humanitarian assistance and disaster response services. The Florida State Guard is able to stay longer than the National Guard, at the discretion of the Governor, to provide humanitarian and disaster response services over a greater period of time--allowing the National Guard to return to other duties. The two forces complement each other.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-23
S63 Uniform Securities Agent State Law Examination 1995-04-21
  • S65 Uniform Investment Adviser Law Examination
    2005-11-23
  • S63 Uniform Securities Agent State Law Examination
    1995-04-21
Other Names
  • Christian L Isaly

View on SEC IAPD

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