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Advisor at CAPITAL ANALYSTS
Getzville, NY | Fort Washington, PA | Amherst, NY
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 | Mar 25, 2021 | n/a | yes | Getzville, NY | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Mar 25, 2021 | n/a | yes | Fort Washington, PA|Amherst, NY | Current employment |
| LEGEND ADVISORY, LLC | Former SEC adviser | Aug 13, 2004 | Oct 4, 2019 | no | PALM BEACH GARDENS, FL|AMHERST, NY|GETZVILLE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEGEND ADVISORY, LLC | CAPITAL ANALYSTS | Oct 4, 2019 | Mar 25, 2021 | 538 | Firm change after gap | Ibd to ibd |