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CRD 7768785
Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-04 |
| NY | RA | APPROVED | 2024-02-29 |
Branch Locations
Coral Gables, FL • United States
Holbrook, NY • United States
Pembroke Pines, FL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-13 |
| NY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
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