DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)40 years in industry

DONNA LEE WREN

Advisor at CAPITAL ANALYSTS

Allison Park, PA | Fort Washington, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b883244e-65bd-6caa-d1fa-9d25d3c70ee8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 1, 1986 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: Sep 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Current registrations: 2
Registered states: 1
Exams: S63
First exam: Aug 17, 1987
Dual registered: yes, broker-dealer
Other names: DONNA LEE FRANKE
IAPD individual key: 1080183

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	May 27, 2015	n/a	yes	Allison Park, PA	Current employment
LINCOLN INVESTMENT	Independent wealth	Jun 9, 2011	n/a	yes	Fort Washington, PA\|Allison Park, PA	Current employment

Relationships

Registered with (2)

→ CAPITAL ANALYSTSRegistered adviserregistration: current employment
May 27, 2015 to presentfactForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: current employment
Jun 9, 2011 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b883244e-65bd-6caa-d1fa-9d25d3c70ee8
First observed: Sep 1, 1986
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DONNA LEE WREN

Advisor at CAPITAL ANALYSTS

Allison Park, PA | Fort Washington, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b883244e-65bd-6caa-d1fa-9d25d3c70ee8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:36 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CAPITAL ANALYSTS

Bd affiliated wealth

May 27, 2015

n/a

yes

Allison Park, PA

Current employment

LINCOLN INVESTMENT

Independent wealth

Jun 9, 2011

n/a

yes

Fort Washington, PA|Allison Park, PA

Current employment