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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-03-29
  • GA RA
    APPROVED
    Since 2019-03-29

Branch Locations

1895 Phoenix Blvd Ste 304, Atlanta, GA 30349 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2005-09-06
  • GA RA
    APPROVED
    Since 2005-09-06

Branch Locations

Canton, GA • United States

1895 Phoenix Blvd., Suite 304, Atlanta, GA 30349 • United States

Stone Mountain, GA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Planning, Inc. Atlanta GA 08/2000 Present
Resurgers Risk Management Atlanta GA 03/1999 Present
  • 08/2000 → Present
    Lincoln Investment Planning, Inc.
    Atlanta, GA
  • 03/1999 → Present
    Resurgers Risk Management
    Atlanta, GA
Other Businesses

ROBERT MOORE POSITION: Landlord of the property. We rented out our old house when we could not sell it. NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2006 ADDRESS: 2876 Nuptial Lane, Lawrenceville GA 30044 DESCRIPTION: Landlord of the property. collect rent make repairs pay the mortgage and taxes on the property and make sure lawn meets county code ROBERT MOORE POSITION: Prepare Income taxes NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/08/2016 ADDRESS: 1895 Phoenix Blvd, Suite 304, Atlanta GA 30349 DESCRIPTION: Prepare taxes INSURANCE AGENT POSITION: Agent NATURE: Voluntary insurance benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 180 START DATE: 01/01/2000 ADDRESS: 1895 Phoenix Blvd, Suite 304, Atlanta GA 30349, United States DESCRIPTION: Life insurance sales, Accident Insurance, Disability insurance, Hospital indemnity insurance, Fixed annuities ALIGHT FORMERLY HODGES-MACE POSITION: Insurance Agent / Benefits Counselor NATURE: Employee Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/24/2016 ADDRESS: 5775D Glenridge Dr, Suite 350, Atlanta GA 30328, United States DESCRIPTION: Review employees insurance benefits KIDS N PROS POSITION: Coach NATURE: Football Camps INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: 3616 Bogan Springs Drive, Buford GA 30616, United States DESCRIPTION: Coaching individual drills

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-07
S63 Uniform Securities Agent State Law Examination 2000-08-28
  • S65 Uniform Investment Adviser Law Examination
    2003-08-07
  • S63 Uniform Securities Agent State Law Examination
    2000-08-28

View on SEC IAPD

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