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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-05-01
  • IL RA
    APPROVED
    Since 2014-05-01

Branch Locations

500 Waters Edge Ste 150, Lombard, IL 60148 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2007-06-20
  • IL RA
    APPROVED
    Since 2007-06-20

Branch Locations

Crystal Lake, IL • United States

Suite 150 500 Waters Edge, Lombard, IL 60148 • United States

Chicago, IL • United States

5550 Touhy Ave. Ste. 202, Skokie, IL 60076 • 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 Planning, Inc. Hoffman Estates IL 01/2007 Present
  • 01/2007 → Present
    Lincoln Investment Planning, Inc.
    Hoffman Estates, IL
Other Businesses

M.E.O.T.O. INC. POSITION: President & Sole Owner NATURE: Legal shell for tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2014 ADDRESS: 2236 Lincoln Park West, Suite G3, Chicago IL 60614, United States DESCRIPTION: President and sole owner LAKESIDE LANDING CONDOMINIUM ASSOCIATION POSITION: Vice President and Secretary NATURE: Non-profit condominium association INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/31/2024 ADDRESS: 7864 Avis Lane, Minoqua WI 54548, United States DESCRIPTION: Vice President and Secretary SHAKESPEARE BUILDING CORPORATION POSITION: President, Board Member NATURE: Real Estate - Cooperative board INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2025 ADDRESS: 2256 N Lincoln Park West, Chicago IL 60614-3814, United States DESCRIPTION: Oversight of the Corporation's management. Gilberto Arias Jr. Position: Agent/Producer Nature: Fixed annuity and life insurance sales Investment Related: Yes Hours: 20 Securities Trading Hours: 20 Start Date: 1/6/2026 Address: 2236 N Lincoln Park West Chicago, IL 60614 Description: Client assessment and product selection. Sales and service.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-25
  • S66 Uniform Combined State Law Examination
    2007-04-25
Other Names
  • Gil Arias

View on SEC IAPD

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