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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-30
  • PA RA
    APPROVED
    Since 2023-08-30

Branch Locations

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-05-13
  • PA RA
    APPROVED
    Since 2015-05-13

Branch Locations

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • 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
Lincoln Investment Jenkintown PA 05/2013 Present
Capital Analysts, Llc Horsham PA 08/2023 Present
  • 05/2013 → Present
    Jenkintown, PA
  • 08/2023 → Present
    Capital Analysts, Llc
    Horsham, PA
Other Businesses

GO HAM! POSITION: Bass player primarily, handle backing vocals, harmonica, guitar, and other instruments in this performance ensemble. NATURE: Music Performance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: 215 Christopher Place, Chalfont PA 18914 DESCRIPTION: I am responsible for setting up and breaking down equipment, as well as performing. GOLDEN SLIPPER CLUB & CHARITIES POSITION: Vice President, I sit on the board , chair the alumni committee. NATURE: Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 215 Presidential Blvd #1, Bala Cynwyd PA 19004, United States DESCRIPTION: I pay a yearly membership fee to be a member as well as take part in different fund raising activities to help our charity group help others. As the new Vice President, I also have a more hands on role in the decision making of how to run the camp behind the scenes. UPPER MORELAND SCHOOL DISTRICT WRESTLING COACH POSITION: Wrestling Coach NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2016 ADDRESS: 2900 Terwood Rd, Willow Grove PA 19090, United States DESCRIPTION: Coaching practices and matches for the middle school wrestling team. N2H WEALTH PARTNERS POSITION: 20% owner NATURE: Partnership of 3 Lincoln FPs INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2020 ADDRESS: 5 Walnut Grove Dr Ste 240, Horsham PA 19044, United States DESCRIPTION: Same duties associated with being a Financial Professional with Lincoln Investment however part of a Partnership with 2 other Lincoln Investment Financial Professionals. All compensation is paid to us from commissions from Lincoln Investment. WILLIAMSON-CORINTHIAN LODGE OF FREEMASONS #368 POSITION: Member of the Masonic Fraternity and Chairman of the Trustees NATURE: Charity Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2006 ADDRESS: 1 North Broad Street, Philadelphia PA 19107, United States DESCRIPTION: I help out with different fund raising activities to benefit those less fortunate. As a trustee, I am involved in helping the lodge make financial decisions with regards to its accounts and spending.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-05
S63 Uniform Securities Agent State Law Examination 2013-10-30
  • S65 Uniform Investment Adviser Law Examination
    2015-05-05
  • S63 Uniform Securities Agent State Law Examination
    2013-10-30
Other Names
  • Sam H. Newsham

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