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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-14 |
Branch Locations
29905 Middlebelt Rd, Farmington Hills, MI 48334 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-03-15 |
Branch Locations
29905 Middlebelt Rd, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 04/2017 | Present |
| Livingston International | Southfield | MI | 04/2014 | 01/2017 |
| Lincoln Investment | Fort Washington | PA | 02/2023 | Present |
| Capital Analysts | Fort Washington | PA | 02/2023 | Present |
CONSOLIDATED FINANCIAL CORPORATION POSITION: Fixed Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2017 ADDRESS: 29905 Middlebelt Rd, Farmington Hills MI 48334, United States DESCRIPTION: Servicing and receiving compensation on fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-09 |
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