DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPITAL ANALYSTS
WOODLAND HILLS, CA | Covina, 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 | Jul 5, 2023 | n/a | yes | Covina, CA | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Jul 5, 2023 | n/a | yes | WOODLAND HILLS, CA|Covina, CA | Current employment |
| HORACE MANN INVESTORS, INC. | No RAUM reported | Jan 14, 2021 | Jul 5, 2023 | no | COVINA, CA|SPRINGFIELD, IL|Covina, CA|Covina, CA|Covina, CA|COVINA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORACE MANN INVESTORS, INC. | LINCOLN INVESTMENT | Jul 5, 2023 | Jul 5, 2023 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11643:519:CA:2023-07-05 | Jul 5, 2023 | Jul 5, 2023 | COVINA, CA | Firm change |