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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-02-22
  • CA RA
    APPROVED
    Since 2023-02-22

Branch Locations

21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-11-12
  • CA RA
    APPROVED
    Since 2019-11-12

Branch Locations

Bloomfield Hills, MI • United States

21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Glp And Associates Farmington Hills MI 09/2012 08/2019
Glp Investment Services Farmington Hills MI 09/2012 08/2019
Lincoln Investment Fort Washington PA 08/2019 Present
  • 09/2012 → 08/2019
    Glp And Associates
    Farmington Hills, MI
  • 09/2012 → 08/2019
    Glp Investment Services
    Farmington Hills, MI
  • 08/2019 → Present
    Fort Washington, PA
Other Businesses

DAVID LEVINE- INSURANCE POSITION: Agent NATURE: Fixed Life & Annuity Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2019 ADDRESS: 704 Las Colindas, San Rafael CA 94903, United States DESCRIPTION: Fixed annuities and life insurance service.I receive residual trail commissions for old business only and I am no longer appointed with any outside insurance carrier and am no longer offering or selling the products or services of any insurance carrier away from Lincoln. Third Coast Love LLC Position: Authorized User Nature: Clothing Apparel/eCommerce Investment Related: No # of hours: 6 Securities Trading: 0 Start Date 8/1/2025 Address: 1222 Marymar Lane, Bloomfield Hills, MI 48302 Description: I support my son with any questions he has on launching and managing his small business venture for college. Please note, the business is not in my name.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-07
S63 Uniform Securities Agent State Law Examination 2006-09-25
  • S65 Uniform Investment Adviser Law Examination
    2019-11-07
  • S63 Uniform Securities Agent State Law Examination
    2006-09-25

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