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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 1994-06-27 |
Branch Locations
12100 Sunset Hills Road Suite 100, Reston, VA 20190 • United States
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lincoln National Life Insurance Company | Ave Chevy Chase | MD | 01/1983 | Present |
| Lincoln Financial Advisors Corporation | Ave Chevy Chase | MD | 01/1983 | Present |
| David A Spiker Chfc (Self Employed) | Bethesda | MD | 03/1986 | Present |
| Capitol Securities Management, Inc. | Mclean | VA | 03/1986 | Present |
| #Ia Capitol Securities Management, Inc. | Mclean | VA | 05/1994 | Present |
1) Name of Business: DAVID A SPIKER CHFC Investment-related: YES Address: 12100 Sunset Hills Road Suite 100 RESTON, VA 20190 Nature of the other business: Insurance Brokerage Position, title, or relationship with the other business: OWNER Start date: 3/1986 Approximate number of hours/month you devote to the other business: 1 HOUR PER WEEK Approximate number of hours/month you devote to the other business during securities trading hours: 1 HOUR PER WEEK Describe your duties relating to the other business: INSURANCE BROKERAGE 2) Trust account: Robert Spiker Trust. Trustee on FAMILY account. Relationship of grantor: FATHER 3) Doing Business As: ADVANCED FINANCIAL CONCEPTS Investment-related: Yes Address:12100 Sunset Hills Road Suite 100 RESTON, VA 20190
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-27 |
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