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Detailed Report
PATRICK JOSEPH FORST
CRD#: 1591885
IA
Investment Adviser
B
Broker
CAPITAL ANALYSTSCRD#: 162200 5 Walnut Grove Dr.
Ste. 240
Horsham, PA 19044
LINCOLN INVESTMENTCRD#: 519 Doylestown, PA
Registration History
19901995200020052010201520202025IACAPITAL ANALYSTS (CRD# 162200)2014 - Present (11 years)IALINCOLN INVESTMENT (CRD# 519)2011 - Present (13 years)BLINCOLN INVESTMENT (CRD# 519)1990 - Present (35 years)
License(s)

State Registrations

B
Arizona 1/2/2025
B
North Carolina 1/3/2001
B
California 1/2/2001
B
Ohio 1/3/2019
B
Delaware 1/2/2001
B
Oregon 9/23/2015
B
Florida 6/24/1993
B
Pennsylvania 5/8/1990
B
Kansas 1/3/2019
IA
Pennsylvania 4/7/2011
B
Maryland 7/14/1994
B
Rhode Island 10/11/2022
B
Michigan 1/2/2001
B
Texas 3/9/2004
B
Nevada 1/3/2019
IA
Texas 12/2/2020
B
New Jersey 7/15/1994
B
Virginia 1/3/2001
B
New York 7/14/1994

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CAPITAL ANALYSTS (CRD#:162200)
5 Walnut Grove Dr. Ste. 240, Horsham, PA 19044
Registered with this firm since 2/24/2014
IA
LINCOLN INVESTMENT (CRD#:519)
Doylestown, PA
Registered with this firm since 4/7/2011
B
LINCOLN INVESTMENT (CRD#:519)
Doylestown, PA
Registered with this firm since 1/11/1990
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.