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Reading the graph
Advisor at CAPITAL ANALYSTS
LUTZ, FL | Clearwater, FL
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 3, 2016 | n/a | yes | Clearwater, FL | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Sep 27, 2005 | n/a | yes | LUTZ, FL|Clearwater, FL | Current employment |
| PLANMEMBER SECURITIES CORPORATION | Independent wealth | Sep 20, 2005 | Sep 28, 2005 | no | ST. PETERSBURG, FL | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 14, 2002 | Dec 11, 2002 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLANMEMBER SECURITIES CORPORATION | LINCOLN INVESTMENT | Sep 28, 2005 | Sep 27, 2005 | -1 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | PLANMEMBER SECURITIES CORPORATION | Dec 11, 2002 | Sep 20, 2005 | 1,014 | Firm change after gap | Other |