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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-10-27
  • NY RA
    APPROVED
    Since 2022-10-27

Branch Locations

644 Veterans Memorial Highway, Hauppauge, NY 11788 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-07
  • NY RA
    APPROVED
    Since 2021-04-07

Branch Locations

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

Hauppauge, NY • 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. Hauppauge NY 12/1983 Present
Retired Forest Hills NY 07/2017 06/2019
  • 12/1983 → Present
    Lincoln Investment Planning, Inc.
    Hauppauge, NY
  • 07/2017 → 06/2019
    Retired
    Forest Hills, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-03-02
  • S63 Uniform Securities Agent State Law Examination
    1984-03-02
Designations

View on SEC IAPD

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