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Shane Alexander Isaac

Lincoln Investment

Fort Washington, PA

Tampa, FL

Capital Analysts

Tampa, FL

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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-26
FL RA APPROVED 2017-01-09
  • TX RA
    APPROVED_RES
    Since 2024-03-26
  • FL RA
    APPROVED
    Since 2017-01-09

Branch Locations

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

8875 Hidden River Parkway Suite 300, Tampa, FL 33637 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-01-19
  • FL RA
    APPROVED
    Since 2017-01-19

Branch Locations

8875 Hidden River Parkway - Sute 300, Tampa, FL 33637 • 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
The Gabor Agency Tallahassee FL 03/1996 Present
Lincoln Investment Llc Wyncote PA 03/2016 Present
  • 03/1996 → Present
    The Gabor Agency
    Tallahassee, FL
  • 03/2016 → Present
    Lincoln Investment Llc
    Wyncote, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-21
S63 Uniform Securities Agent State Law Examination 2016-04-22
  • S65 Uniform Investment Adviser Law Examination
    2016-12-21
  • S63 Uniform Securities Agent State Law Examination
    2016-04-22

View on SEC IAPD

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