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Patrick Jeffrey Furnari

Capital Analysts

Braintree, MA

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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2012-08-22
  • MA RA
    APPROVED_RES
    Since 2012-08-22

Branch Locations

35 Braintree Hill Office Park Suite 400, Braintree, MA 02184 • 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
Capital Analysts Inc Radnor PA 07/2002 Present
Kaf Financial Brantree MA 02/2001 Present
Tactical Solutions Braintree MA 02/2001 Present
Lincoln Investment Braintree MA 06/2012 Present
  • 07/2002 → Present
    Capital Analysts Inc
    Radnor, PA
  • 02/2001 → Present
    Kaf Financial
    Brantree, MA
  • 02/2001 → Present
    Tactical Solutions
    Braintree, MA
  • 06/2012 → Present
    Lincoln Investment
    Braintree, MA
Other Businesses

KAF FINANCIAL ADVISORS, LLC POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 2 START DATE: 01/01/2001 ADDRESS: 10 FORBES ROAD WEST, BRAINTREE MA 02184 DESCRIPTION: LIFE INSURANCE AGENT, APPOINTED WITH VARIOUS COMPANIES TACTICAL SOLUTIONS, LLC POSITION: Consultant NATURE: Business consulting INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2001 ADDRESS: 44 Pinoe Farms Road, Seabrook NH 03874, United States DESCRIPTION: Performing consulting services related to business operations, refinancing of debt and other related areas

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-12-09
  • S63 Uniform Securities Agent State Law Examination
    2002-12-09
Other Names
  • Patrick J Furnari
  • Patrick J Fumari

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