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Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-04
NY RA APPROVED 2024-02-29
  • FL RA
    APPROVED
    Since 2024-03-04
  • NY RA
    APPROVED
    Since 2024-02-29

Branch Locations

Coral Gables, FL • United States

Holbrook, NY • United States

Pembroke Pines, FL • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-13
NY RA APPROVED 2024-02-12
  • FL RA
    APPROVED
    Since 2024-02-13
  • NY RA
    APPROVED
    Since 2024-02-12

Branch Locations

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

Coral Gables, FL • United States

Pembroke Pines, FL • United States

Holbrook, NY • 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
The Campbell Law Group, P.A. Miami FL 05/2019 Present
Martial Arts Instructor Miami FL 03/2015 05/2017
Student Hempstead NY 05/2017 05/2019
Lincoln Investment Fort Washington PA 02/2024 Present
Capital Analysts Fort Washington PA 02/2024 Present
  • 06/2023 → Present
    Fort Washington, PA
  • 05/2019 → Present
    The Campbell Law Group, P.A.
    Miami, FL
  • 03/2015 → 05/2017
    Martial Arts Instructor
    Miami, FL
  • 05/2017 → 05/2019
    Student
    Hempstead, NY
  • 02/2024 → Present
    Fort Washington, PA
  • 02/2024 → Present
    Fort Washington, PA
Other Businesses

THE CAMPBELL LAW GROUP, P.A. POSITION: Discovery Team Member NATURE: Law Practice INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 3 START DATE: 05/19/2023 ADDRESS: 2121 Ponce De Leon Blvd, Oral Gables FL 33134, United States DESCRIPTION: Conducting discovery for clients and firm marketing VINCENT TAMBURELLO ADVISORY CORP POSITION: President NATURE: Tax/Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2024 ADDRESS: 11335 SW 13th St, Pembroke Pines FL 33025, United States DESCRIPTION: I journal funds through the company that I receive as compensation from Lincoln Investment for Tax Purposes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2024-02-05

View on SEC IAPD

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