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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

BRIAN E BIEHL

Advisor at CAPITAL ANALYSTS

Oaklyn, NJ | OAKLYN, NJ | MARLTON, NJ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2002 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: Nov 30, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 30, 1995
First registration: Jul 26, 2002
Dual registered: yes, broker-dealer
Other names: BRIAN EDWARD BIEHL
IAPD individual key: 2045596

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	Sep 29, 2016	n/a	yes	Oaklyn, NJ	Current employment
LINCOLN INVESTMENT	Independent wealth	Aug 1, 2016	n/a	yes	MARLTON, NJ\|OAKLYN, NJ	Current employment
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Apr 20, 2016	Aug 3, 2016	no	Mount Laurel, NJ\|MINNEAPOLIS, MN	Previous registration
MEEDER ADVISORY SERVICES, INC.	Independent wealth	Jan 19, 2011	Dec 4, 2014	no	DUBLIN, OH	Previous registration
MEEDER ASSET MANAGEMENT, INC.	Asset manager	Jan 10, 2011	Dec 4, 2014	no	DUBLIN, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 20, 2009	Oct 12, 2010	no	EGG HARBOR TOWNSHIP, NJ\|MOUNT LAUREL\|NEW YORK, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 26, 2009	Oct 15, 2009	no	LINWOOD, NJ	Previous registration
ICON ADVISERS, INC.	Other adviser	Mar 7, 2008	Feb 24, 2009	no	GREENWOOD VILLAGE, CO	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jul 26, 2002	Feb 11, 2008	no	MARLTON, NJ\|VOORHEES, NJ\|MARLTON, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
QUESTAR ASSET MANAGEMENT, INC.	LINCOLN INVESTMENT	Aug 3, 2016	Aug 1, 2016	-2	Firm change	Other
MEEDER ADVISORY SERVICES, INC.	QUESTAR ASSET MANAGEMENT, INC.	Dec 4, 2014	Apr 20, 2016	503	Firm change after gap	Other
MEEDER ASSET MANAGEMENT, INC.	MEEDER ADVISORY SERVICES, INC.	Dec 4, 2014	Jan 19, 2011	-1,415	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MEEDER ASSET MANAGEMENT, INC.	Oct 12, 2010	Jan 10, 2011	90	Firm change	Other
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 15, 2009	Nov 20, 2009	36	Firm change	Wirehouse to wirehouse
ICON ADVISERS, INC.	WELLS FARGO ADVISORS	Feb 24, 2009	Mar 26, 2009	30	Firm change	Other
LINCOLN INVESTMENT	ICON ADVISERS, INC.	Feb 11, 2008	Mar 7, 2008	25	Firm change	Other

Relationships

Registered with (8)

→ CAPITAL ANALYSTSRegistered adviserregistration: current employment
Sep 29, 2016 to presentfactForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jul 26, 2002 to Feb 11, 2008factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 20, 2016 to Aug 3, 2016factForm ADV
→ MEEDER ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 10, 2011 to Dec 4, 2014factForm ADV
→ MEEDER ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jan 19, 2011 to Dec 4, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 20, 2009 to Oct 12, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 26, 2009 to Oct 15, 2009factForm ADV
→ ICON ADVISERS, INC.Registered adviserregistration: previous registration
Mar 7, 2008 to Feb 24, 2009factForm ADV

Dated events

No dated event names this entity yet.