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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 2017-06-22
  • NC RA
    APPROVED
    Since 2017-06-22

Branch Locations

230 Hillandale Drive Po Box 821, Henderson, NC 27536 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2011-02-10
  • NC RA
    APPROVED
    Since 2011-02-10

Branch Locations

Henderson, NC • United States

16241 N. Florida Ave, Lutz, FL 33549 • 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
Integon Insurance Winston Salem NC 07/1986 Present
Burnett Insurance Svc (Dba) Henderson NC 01/1991 Present
Aag Securities, Inc. Cincinnati OH 01/1997 Present
Lincoln Investment Henderson NC 08/2010 Present
  • 07/1986 → Present
    Integon Insurance
    Winston Salem, NC
  • 01/1991 → Present
    Burnett Insurance Svc (Dba)
    Henderson, NC
  • 01/1997 → Present
    Aag Securities, Inc.
    Cincinnati, OH
  • 08/2010 → Present
    Henderson, NC
Other Businesses

THE BURNETTE FINANCIAL GROUP, INC. POSITION: Company President, Owner, Agent/Broker/Consultant NATURE: Insurance Sales & Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 07/01/1986 ADDRESS: P.O. Box 821, Henderson NC 27536, United States DESCRIPTION: Sales and Service of insurance related products mainly, group health, life, dental, disability, and other employee benefits.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-09
S63 Uniform Securities Agent State Law Examination 1987-01-28
  • S65 Uniform Investment Adviser Law Examination
    2011-02-09
  • S63 Uniform Securities Agent State Law Examination
    1987-01-28

View on SEC IAPD

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