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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-02-08
  • TX RA
    APPROVED
    Since 2018-02-08

Branch Locations

77 Sugar Creek Center Blvd. Suite 390, Sugar Land, TX 77478 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-02-08
  • TX RA
    APPROVED
    Since 2018-02-08

Branch Locations

77 Sugar Creek Center Blvd Suite 590, Sugar Land, TX 77478 • 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
Dearborn & Creggs Sugar Land TX 09/2017 Present
Lincoln Investment Fort Washington PA 09/2017 Present
City Of Sugar Land Sugar Land TX 04/2003 05/2017
Unemployed Sugar Land TX 05/2017 09/2017
  • 09/2017 → Present
    Dearborn & Creggs
    Sugar Land, TX
  • 09/2017 → Present
    Fort Washington, PA
  • 04/2003 → 05/2017
    City Of Sugar Land
    Sugar Land, TX
  • 05/2017 → 09/2017
    Unemployed
    Sugar Land, TX
Other Businesses

FORT BEND MASTER SWIMMING POSITION: coach NATURE: non profit swim club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2019 ADDRESS: 2527 Sage Brush, Sugar Land TX 77479, United States DESCRIPTION: Coach 5am swim practice as needed FORT BEND CHAMBER OF COMMERCE POSITION: member of the Board of Directors NATURE: Chamber of Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/22/2022 ADDRESS: 445 Commerce Green Blvd, Sugar Land TX 77478, United States DESCRIPTION: participate in board and subcommittee meetings and attend functions as a representative of the board. HOUSTON MARATHON POSITION: Volunteer committee member/Captain NATURE: Marathon INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2024 ADDRESS: 720 Post Oak Rd, 200, Houston TX 77024, United States DESCRIPTION: volunteers report to me during the course of the marathon . We meet during the year via video and in person to prepare for upcoming race. Spend time organizing and cleaning supplies to be used in the race. Trailhead Wealth Partners LLC Position: owner Nature: Tax/Accounting Purposes Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 12/31/2024 Address: 1Cleveland Dr, Sugar Land, TX 77498 Description: use to process payroll

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-23
S63 Uniform Securities Agent State Law Examination 2017-10-21
  • S65 Uniform Investment Adviser Law Examination
    2018-01-23
  • S63 Uniform Securities Agent State Law Examination
    2017-10-21

View on SEC IAPD

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