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CRD 1343343
Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-14 |
Branch Locations
7670 Woodway Ste 275, Houston, TX 78006 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1987-10-29 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Golden, CO • United States
7670 Woodway Suite 275, Houston, TX 77063 • United States
Boerne, TX • United States
Houston, TX • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Houston | TX | 10/1987 | Present |
| #Ia Lincoln Investment Planning, Inc. | Houston | TX | 10/1987 | Present |
MINERAL INTERESTS POSITION: I inherited mineral interests in natural gas production from my father. NATURE: oil and gas royalty interests INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2016 ADDRESS: 7670 Woodway, Suite 275, Houston TX 77063, United States DESCRIPTION: I receive checks periodically from the operating company (currently XTO and Aethon).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-27 |
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