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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-04-01
  • NC RA
    APPROVED
    Since 2024-04-01

Branch Locations

1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-03-14
  • NC RA
    APPROVED
    Since 2024-03-14

Branch Locations

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

1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • 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
Mcconnell Golf Greenville NC 03/2018 Present
Dh Conley High School Greenville NC 08/2013 05/2017
North Carolina State University Raleigh NC 08/2017 05/2018
Wingate University Wingate NC 08/2018 05/2021
East Carolina University Greenville NC 08/2021 05/2023
Lincoln Investment Fort Washington PA 04/2024 Present
Capital Analysts Fort Washington PA 04/2024 Present
  • 09/2023 → Present
    Fort Washington, PA
  • 03/2018 → Present
    Mcconnell Golf
    Greenville, NC
  • 08/2013 → 05/2017
    Dh Conley High School
    Greenville, NC
  • 08/2017 → 05/2018
    North Carolina State University
    Raleigh, NC
  • 08/2018 → 05/2021
    Wingate University
    Wingate, NC
  • 08/2021 → 05/2023
    East Carolina University
    Greenville, NC
  • 04/2024 → Present
    Fort Washington, PA
  • 04/2024 → Present
    Fort Washington, PA
Other Businesses

MCCONNELL GOLF POSITION: Golf Shop Attendant NATURE: Golf Course INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/12/2018 ADDRESS: 311 Oxford Road, Greenville NC 27858, United States DESCRIPTION: Attending to member requests. ROBINSON & ASSOCIATES POSITION: Salaried Financial Professional, Agent NATURE: Financial Services, Insurance and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2024 ADDRESS: 1350 E Arlington Blvd, Greenville NC 27858, United States DESCRIPTION: I will be learning the business of a financial adviser by shadowing FP Shane Robinson. Also, conducting insurance, fixed annuity sales.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-13
  • S66 Uniform Combined State Law Examination
    2024-03-13
Other Names
  • Nic Brown

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