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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-02-04 |
Branch Locations
35 Braintree Hill Office Park Suite 400, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts, Incorporated | Quincy | MA | 05/1981 | Present |
| Capital Analysts Of N.E. | Quincy | MA | 05/1981 | Present |
| Lincoln Investment | Quincy | MA | 06/2012 | Present |
MERRIE J LEIGHTON POSITION: SALES NATURE: GROUP INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/1981 ADDRESS: CANE; 35 Braintree Hill Office Park; Braintree; MA; 02184DESCRIPTION: SALES OF GROUP LIFE, DISABILITY AND HEALTH INSURANCE FIXED INSURANCE/ANNUITY SALES POSITION: SALES AGENT NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 20 START DATE: 05/01/1981 ADDRESS: Capital Analysts of N. E.; 35 Braintree Hill Office Park; Braintree; Massachusetts; 02184 DESCRIPTION: INCLUDES NEEDS ANALYSIS, ESTATE PLANNING AND FINANCIAL PLANNING. ANALYSIS OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-16 |
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