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CRD 721880
Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-09-12 |
Branch Locations
4390 William Flinn Highway Rt. 8, Allison Park, PA 15101 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-01-17 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
4390 William Flinn Highway Rt. 8, Allison Park, PA 15101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Pittsburgh | PA | 01/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-20 |
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