Best Investors Account Sign in
Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-03
FL RA APPROVED 2017-09-20
  • TX RA
    APPROVED_RES
    Since 2022-01-03
  • FL RA
    APPROVED
    Since 2017-09-20

Branch Locations

16241 N. Florida Ave, Lutz, FL 33549 • United States

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

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-03
FL RA APPROVED 2017-10-12
  • TX RA
    APPROVED_RES
    Since 2022-01-03
  • FL RA
    APPROVED
    Since 2017-10-12

Branch Locations

16241 N Florida Ave, Lutz, FL 33549 • 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 Fort Washington PA 06/2017 Present
West Coast Financial Lutz FL 06/2017 Present
Publix Super Market Lutz FL 05/2013 06/2017
  • 06/2017 → Present
    Fort Washington, PA
  • 06/2017 → Present
    West Coast Financial
    Lutz, FL
  • 05/2013 → 06/2017
    Publix Super Market
    Lutz, FL
Other Businesses

MATTHEW GRAHAM INSURANCE SERVICES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 16241 N Florida Ave., Lutz FL 33549, United States DESCRIPTION: Helping Clients evaluate if an insurance related product is necessary for their needs/goals. this ranges from annuity evaluation to life insurance coverage. EQUISTAR CAPITAL GROUP, LLC POSITION: Director NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 16241 N Florida Ave, Lutz FL 33549, United States DESCRIPTION: I am not engaged in this business. WEST COAST FINANCIAL GROUP POSITION: Chief Growth Officer/ Co-Owner/ Director NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 06/01/2017 ADDRESS: 16241 N Florida Ave, Lutz FL 33549, United States DESCRIPTION: Servicing clients, growing the business, helping advisors in business development TWIN PILLARS REAL ESTATE LLC Position: Owner, Managing Member Nature: real estate - Office/Commercial Property Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2026 Address: 16241 N Florida Ave  Lutz, Florida  33549 Description: none

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-17
  • S66 Uniform Combined State Law Examination
    2017-09-17

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lutz, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor