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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 2015-12-18
  • TX RA
    APPROVED
    Since 2015-12-18

Branch Locations

6725 Highlands Court, Tyler, TX 75703 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2002-09-03
  • TX RA
    APPROVED
    Since 2002-09-03

Branch Locations

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

6725 Highlands Court, Tyler, TX 75703 • 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
Hinton & Associates Tyler TX 06/1988 Present
Lincoln Investment Planning, Inc. Tyler TX 07/1993 Present
  • 06/1988 → Present
    Hinton & Associates
    Tyler, TX
  • 07/1993 → Present
    Lincoln Investment Planning, Inc.
    Tyler, TX
Other Businesses

DIDLIE INVESTMENTS, LLC POSITION: director NATURE: investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 05/15/2012 ADDRESS: 6725 Highlands Court, tyler TX 75703, United States DESCRIPTION: manage personal investments DIDUCH PROPERTIES, INC POSITION: Vice President NATURE: real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2011 ADDRESS: 6725 Highlands Court, Tyler TX 75703, United States DESCRIPTION: My husband and I are directors of the Diduch Properties. Wealth Planning rents from Diduch Properties. There are other occupants. This building just went into operation middle of June 2012. DIDUCH TIMBERLAND, LLC POSITION: director NATURE: timberland , recreational INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: cr 1804A and Hwy 84 Property, Hwy 84, Maydelle TX 75772, United States DESCRIPTION: use the property for enjoyment and for timber production. TIMBERLAND POSITION: Held jointly with husband (this is on homestead property) NATURE: timber/hay INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2022 ADDRESS: 15768 County Road 1131, Flint TX 75762, United States DESCRIPTION: oversight - long term timber plan COLLIE DIDUCH PROPERTIES, LLC POSITION: director of llc NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 6725 Highlands Court, tyler TX 75703, United States DESCRIPTION: The LLC is empty of investments but the LLC itself is not terminated.12.3.25 EAST TEXAS WEALTH PLANNING ADVISORS, INC. DBA WEALTH PLANNING ADVISORS POSITION: President, Director, Registered Agent NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 50 START DATE: 02/01/2012 ADDRESS: 6725 Highlands Court, Tyler TX 75703, United States DESCRIPTION: any activity associated with running an independent office within Lincoln Investment planning. Collecting client documents, study investments, monitor client accounts, converse with clients, manage tax planning situations with clients, estate planning, compliance, licensing, etc. INSURANCE SALES POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1995 ADDRESS: 106 Technology way, Denver CO 80237, United States DESCRIPTION: As one would need insurance or fixed annuity

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-09-09
  • S63 Uniform Securities Agent State Law Examination
    1986-09-09
Designations
Other Names
  • Kathy Diduch

View on SEC IAPD

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