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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-09-26 |
Branch Locations
1913 Atlantic Ave Suite 183, Manasquan, NJ 08736 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2002-07-30 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
Suite 154 1913 Atlantic Avenue, Manasquan, NJ 08736 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Voorhees | NJ | 11/1986 | Present |
| Capital Analysts, Llc | Manasquan | NJ | 09/2023 | Present |
COLLEGEBOUND SOLUTIONS, LLC POSITION: Managing Director NATURE: Help students and parents with college selection and affordability INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2006 ADDRESS: 1913 Atlantic Avenue, Suite 183, Manasquan NJ 08736, United States DESCRIPTION: Help students and parents select appropriate and affordable school. Assist with FAFSA Form prep and if requested, assist with marketing the student athlete.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-09 |
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