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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-01-03
  • TX RA
    APPROVED
    Since 2013-01-03

Branch Locations

111 E. University Drive Suite 110, College Station, TX 77840 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-06-01
  • TX RA
    APPROVED
    Since 2012-06-01

Branch Locations

Canton, GA • United States

3363 University Dr. E Suite 211, Bryan, TX 77802 • 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
Fidelity Union/Allianz Life Insurance Dallas TX 08/1975 Present
Capital Analysts, Incorporated College Station TX 03/1995 Present
Lincoln Investment College Station TX 06/2012 Present
  • 08/1975 → Present
    Fidelity Union/Allianz Life Insurance
    Dallas, TX
  • 03/1995 → Present
    Capital Analysts, Incorporated
    College Station, TX
  • 06/2012 → Present
    College Station, TX
Previous Registrations
  • 2002-07-10 → 2012-06-01
    Cincinnati Analysts, Inc.
    College Station, TX
    Cincinnati, OH
Other Businesses

ADBT REALTY, LLC POSITION: Member of LLC NATURE: real estate leasing entity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2019 ADDRESS: 111 University Dr. East, Suite 110, College Station TX 77840, United States DESCRIPTION: No duties required. Entity set up for sole purpose of handling lease agreement for new office space. ALLAN DUNLAP POSITION: General Agent/ Producer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/15/1975 ADDRESS: 111 University Drive East suite110, College Station TX 77840, United States DESCRIPTION: Sell insurance

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-10-10
  • S63 Uniform Securities Agent State Law Examination
    1986-10-10

View on SEC IAPD

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