Brianna Tavares

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Capital Analysts

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2019-03-01

VA RA
APPROVED

Since 2019-03-01

Branch Locations

1984 Isaac Newton Square West Suite 102, Reston, VA 20190 • United States

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2019-02-14

VA RA
APPROVED

Since 2019-02-14

Branch Locations

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

19775 Belmont Executive Plaza Ste 175, Ashburn, VA 20147 • 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

Organization	City	State	From	To
Fidelity Investments	Stamford	CT	05/2015	12/2016
Fidelity Investments	Greenwich	CT	01/2017	02/2019
Lincoln Investment Planning, Llc	Reston	VA	02/2019	Present

05/2015 → 12/2016

Fidelity Investments

Stamford, CT
01/2017 → 02/2019

Fidelity Investments

Greenwich, CT
02/2019 → Present

Lincoln Investment Planning, Llc

Reston, VA

Previous Registrations

2018-07-13 → 2019-02-06

Fidelity Personal And Workplace Advisors

Boston, MA
2017-07-05 → 2018-07-13

Strategic Advisers Llc

Greenwich, CT

Other Businesses

POWERHOUSE CONSULTING GROUP, LLC POSITION: Manager & Member. NATURE: real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2020 ADDRESS: 131 Tolocka Terrace NE, Leesburg VA 20176, United States DESCRIPTION: LLC was created for real estate purposes. Duties are specific to purchasing a property and renting it.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-06-18
S63	Uniform Securities Agent State Law Examination	2015-12-30

S65 Uniform Investment Adviser Law Examination

2017-06-18
S63 Uniform Securities Agent State Law Examination

2015-12-30

Other Names

Brianna Case Jones
Brianna Jones

View on SEC IAPD