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Reading the graph
Advisor at CAPITAL ANALYSTS
WOODLAND HILLS, CA | SAN DIEGO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | Bd affiliated wealth | Jun 4, 2012 | n/a | yes | SAN DIEGO, CA | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Jun 1, 2012 | n/a | yes | SAN DIEGO, CA|WOODLAND HILLS, CA | Current employment |
| CINCINNATI ANALYSTS, INC | Former SEC adviser | Dec 15, 1997 | Jun 1, 2012 | no | SAN DIEGO, CA|LAJOLLA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CINCINNATI ANALYSTS, INC | LINCOLN INVESTMENT | Jun 1, 2012 | Jun 1, 2012 | 0 | Bulk transfer | Other |