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Zachary James Carr

Capital Analysts

Fort Washington, PA

Lincoln Investment

Fort Washington, PA

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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-30
  • PA RA
    APPROVED
    Since 2024-09-30

Branch Locations

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

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-13
  • PA RA
    APPROVED
    Since 2024-06-13

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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 06/2023 Present
Full Time Education - Primary Wynnewood PA 08/2006 06/2020
Full Time Education - College Bloomington IN 08/2020 04/2024
Lincoln Investment Fort Washington PA 09/2024 Present
Capital Analysts Fort Washington PA 09/2024 Present
  • 06/2023 → Present
    Lincoln Investment
    Fort Washington, PA
  • 08/2006 → 06/2020
    Full Time Education - Primary
    Wynnewood, PA
  • 08/2020 → 04/2024
    Full Time Education - College
    Bloomington, IN
  • 09/2024 → Present
    Lincoln Investment
    Fort Washington, PA
  • 09/2024 → Present
    Capital Analysts
    Fort Washington, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-12
  • S66 Uniform Combined State Law Examination
    2024-06-12

View on SEC IAPD

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