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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

ALFREDO ERIC MANZANAREZ

Advisor at CAPITAL ANALYSTS

Renton, WA | Maple Valley, WA | MARLTON, NJ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2008 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITAL ANALYSTS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 16, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Exams: S66
First exam: May 16, 2008
First registration: Aug 15, 2008
Dual registered: yes, broker-dealer
Other names: ALFREDO ERIC MANZANAREZ|ALFREDO ERIC MANZANAREZ|A. ERIC MANZANAREZ
IAPD individual key: 5493102

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPITAL ANALYSTS	Bd affiliated wealth	Oct 28, 2014	n/a	yes	Renton, WA	Current employment
LINCOLN INVESTMENT	Independent wealth	Oct 28, 2014	n/a	yes	Renton, WA\|MARLTON, NJ\|Maple Valley, WA	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 16, 2013	Dec 2, 2014	no	BELLEVUE, WA\|Mercer Island, WA	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jan 2, 2009	Jan 17, 2013	no	Renton, WA	Previous registration
SHELGREN FINANCIAL GROUP, INC.	n/a	Aug 20, 2008	Jul 29, 2009	no	RENTON, WA	Previous registration
GREAT AMERICAN ADVISORS, INC.	Former SEC adviser	Aug 15, 2008	Aug 26, 2008	no	RENTON, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	LINCOLN INVESTMENT	Dec 2, 2014	Oct 28, 2014	-35	Firm change after gap	Other
LINCOLN INVESTMENT	AMERIPRISE FINANCIAL SERVICES, LLC	Jan 17, 2013	Jan 16, 2013	-1	Firm change	Other
SHELGREN FINANCIAL GROUP, INC.	LINCOLN INVESTMENT	Jul 29, 2009	Jan 2, 2009	-208	Firm change after gap	Other
GREAT AMERICAN ADVISORS, INC.	SHELGREN FINANCIAL GROUP, INC.	Aug 26, 2008	Aug 20, 2008	-6	Firm change	Other

Relationships

Registered with (5)

→ CAPITAL ANALYSTSRegistered adviserregistration: current employment
Oct 28, 2014 to presentfactForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jan 2, 2009 to Jan 17, 2013factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 16, 2013 to Dec 2, 2014factForm ADV
→ SHELGREN FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Aug 20, 2008 to Jul 29, 2009factForm ADV
→ GREAT AMERICAN ADVISORS, INC.Registered adviserregistration: previous registration
Aug 15, 2008 to Aug 26, 2008factForm ADV

Dated events

No dated event names this entity yet.