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Advisor at CAPITAL ANALYSTS
Renton, WA | MARLTON, NJ
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 | Jan 2, 2018 | n/a | yes | Renton, WA | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Jan 2, 2018 | n/a | yes | Renton, WA|MARLTON, NJ | Current employment |
| CAPITAL ANALYSTS | Bd affiliated wealth | May 13, 2016 | Dec 31, 2017 | no | RENTON, WA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Jan 3, 2012 | Dec 31, 2017 | no | Renton, WA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Apr 28, 2003 | Jan 5, 2012 | no | DURHAM, NC|ANCHORAGE, AK|RENTON, WA|WEST DES MOINES, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | Dec 31, 2017 | May 13, 2016 | -597 | Firm change after gap | Other |
| CAPITAL ANALYSTS | LINCOLN INVESTMENT | Dec 31, 2017 | Jan 2, 2018 | 2 | Firm change | Other |
| VALIC FINANCIAL ADVISORS, INC. | LINCOLN INVESTMENT | Jan 5, 2012 | Jan 3, 2012 | -2 | Firm change | Other |