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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-27
  • NC RA
    APPROVED
    Since 2024-02-27

Branch Locations

Canton, GA • United States

4009 Village Park Drive, Knightdale, NC 27545 • United States

Indian Trail, NC • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-27
  • NC RA
    APPROVED
    Since 2024-02-27

Branch Locations

4009 Village Park Drive, Knightdale, NC 27545 • 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 09/2023 Present
Homemaker Indian Trail NC 06/2011 02/2018
Charlotte-Mecklenburg Schools Matthews NC 02/2018 06/2023
Ffg Companies Inc Knightdale NC 07/2023 Present
Lincoln Investment Fort Washington PA 02/2024 Present
Capital Analysts Fort Washington PA 02/2024 Present
  • 09/2023 → Present
    Fort Washington, PA
  • 06/2011 → 02/2018
    Homemaker
    Indian Trail, NC
  • 02/2018 → 06/2023
    Charlotte-Mecklenburg Schools
    Matthews, NC
  • 07/2023 → Present
    Ffg Companies Inc
    Knightdale, NC
  • 02/2024 → Present
    Fort Washington, PA
  • 02/2024 → Present
    Fort Washington, PA
Other Businesses

FFG COMPANIES, INC. POSITION: Sales Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 07/03/2023 ADDRESS: 4009 Village Park Drive, Knightdale NC 27545, United States DESCRIPTION: Studying for SIE and Series 7 and learning Applied Vision Works, Inc. Position: Salaried Financial Professional Nature: Tax/Accounting Purposes Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 3/16/2024 Address: 4009 Village Park Drive Knightdale, NC 27545 Description: Journal Lincoln compensation through this entity for tax/accounting purposes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-24
  • S66 Uniform Combined State Law Examination
    2024-02-24

View on SEC IAPD

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