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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-09-21
  • MD RA
    APPROVED
    Since 2017-09-21

Branch Locations

Hendershot Financial Group 203 Brookes Avenue, Gaithersburg, MD 20877 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2006-06-23
  • MD RA
    APPROVED
    Since 2006-06-23

Branch Locations

Canton, GA • United States

1 Research Court Suite 450, Rockville, MD 20850 • United States

1309 Pennsylvania Ave., Hagerstown, MD 21742 • 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 Planning, Inc. Gaithersburg MD 06/2006 Present
Sovereign Bank Hagerstown MD 08/2004 Present
  • 06/2006 → Present
    Lincoln Investment Planning, Inc.
    Gaithersburg, MD
  • 08/2004 → Present
    Sovereign Bank
    Hagerstown, MD
Previous Registrations
  • 1999-07-29 → 2004-06-29
    Raymond James Financial Services, Inc.
    Frederick, MD
Other Businesses

ISN NETWORK POSITION: Agent offering long term care and life insurance NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/06/2016 ADDRESS: 1525 Faraday Ave. Suite 140, Carlsbad CA 92008 DESCRIPTION: Presenting long term care and life insurance options to clients as part of comprehensive planning. WOMEN'S GIVING CIRCLE OF WASHINGTON COUNTY POSITION: Member NATURE: Fund of the Community Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2004 ADDRESS: 37 S Potomac Street, Hagerstown MD 21740, United States DESCRIPTION: Engage membership to support women's philanthropy mission. MAGNOLIA FOUNDATION, INC. POSITION: Board Member NATURE: Charity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: Mailstop 2947, 44 W Franklin Street, Hagerstown MD 21742, United States DESCRIPTION: Advise when needed regarding charitable distributions and other opportunities HENDERSHOT FINANCIAL GROUP POSITION: Senior VP and Branch Sales Manager NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2009 ADDRESS: 1 Research Court, Suite 450, ROCKVILLE MD 20850, United States DESCRIPTION: Branch sales management and business development HOSPICE OF WASHINGTON COUNTY POSITION: Member of Development Committee NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/02/2017 ADDRESS: 1710 Underpass Way, Suite 300, Hagerstown MD 21740, United States DESCRIPTION: Attend committee meetings and support fundraisers PERINI PROPERTIES POSITION: Co-Owner NATURE: Real Estate - Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/1994 ADDRESS: 1076 Lindsay Lane, Hagerstown MD 21742, United States DESCRIPTION: From time to time I take calls or answer messages if there are maintenance needs. The amount of gross rents is what I put below under total gross compensation for the properties. WALK THE WALK POSITION: Vice President, Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/09/2023 ADDRESS: 1 Research Court, Suite 450, ROCKVILLE MD 20850, United States DESCRIPTION: Oversight, marketing and promotion MEDSOURCE POSITION: Vice Chair and Board member NATURE: MedSource Community Services, Inc. provides residential choices for Maryland's disabled residents. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 16619 Hunters Green Pkwy #300, Hagerstown MD 21740, United States DESCRIPTION: Serve on the Board of Directors BARBARA INGRAM SCHOOL FOR THE ARTS FOUNDATION POSITION: Honorary Board of Directors NATURE: Non-profit foundation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024 ADDRESS: 7 S Potomac Street, Hagerstown MD 21740, United States DESCRIPTION: sit on committees and help with fundraising initiatives. Together Again LLC Position: Managing partner/owner Nature: Own real estate Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 10/21/2025 Address: 1309 Pennsylvania Avenue Hagerstown, MD 21742 Description: Purchase home Campaign Treasurer for Lara Shepherd in her campaign for Washington County Commissioner in Maryland Position: Treasurer Nature: Political Campaign Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 11/10/2025 Address: 13546 Paradise Church Rd, Hagerstown, MD 21741 Description: Accounting for campaign contributions and expenditures and filing reports

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-02
S63 Uniform Securities Agent State Law Examination 1994-02-04
  • S65 Uniform Investment Adviser Law Examination
    1995-11-02
  • S63 Uniform Securities Agent State Law Examination
    1994-02-04
Other Names
  • Cynthia Hardin Cogan
  • Cynthia Lyn Hardin

View on SEC IAPD

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