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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-08-27
  • NJ RA
    APPROVED
    Since 2024-08-27

Branch Locations

10000 Sagemore Drive Suite 10201, Marlton, NJ 08053 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-07-15
  • NJ RA
    APPROVED
    Since 2024-07-15

Branch Locations

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • 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 06/2024 Present
West Deptford Free Public Library West Deptford NJ 07/2018 01/2019
Ciconte's Pizza West Deptford West Deptford NJ 01/2019 01/2022
Rev.cOm Austin TX 02/2022 11/2023
West Deptford Public Schools West Deptford NJ 05/2014 07/2018
Clearpath Wealth Partners Marlton NJ 05/2023 Present
  • 06/2024 → Present
    Fort Washington, PA
  • 07/2018 → 01/2019
    West Deptford Free Public Library
    West Deptford, NJ
  • 01/2019 → 01/2022
    Ciconte's Pizza West Deptford
    West Deptford, NJ
  • 02/2022 → 11/2023
    Rev.cOm
    Austin, TX
  • 05/2014 → 07/2018
    West Deptford Public Schools
    West Deptford, NJ
  • 05/2023 → Present
    Clearpath Wealth Partners
    Marlton, NJ
Other Businesses

Proving Ground Position: Barback Nature: Restaurant/Bar Investment Related: No Hours: 50 Securities Trading Hours: 0 Start Date: 8/27/2025 Address: 56 Shrewsbury Ave Highlands, NJ 07732 Description: Barback

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-10
  • S66 Uniform Combined State Law Examination
    2024-07-10

View on SEC IAPD

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