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Detailed Report
Brandon D DeStefano
CRD#: 6730210
IA
Investment Adviser
B
Broker
CAPITAL ANALYSTSCRD#: 162200 The Dunlap Group
Suite 110 111 E. University Dr
College Station, TX 77840
LINCOLN INVESTMENTCRD#: 519 3363 University Dr. E
SUITE 211
Bryan, TX 77802
Registration History
20172018201920202021202220232024202520263 FIRMS2017 - Present (7 years)
License(s)

State Registrations

B
Florida 4/13/2021
B
Texas 3/6/2017
B
Illinois 1/2/2025
IA
Texas 8/8/2017
B
Iowa 4/13/2021
B
Virginia 1/2/2018

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)
The Dunlap Group Suite 110 111 E. University Dr, College Station, TX 77840
Registered with this firm since 8/9/2017
IA
LINCOLN INVESTMENT (CRD#:519)
3363 University Dr. E SUITE 211, Bryan, TX 77802
Registered with this firm since 8/8/2017
B
LINCOLN INVESTMENT (CRD#:519)
3363 University Dr. E SUITE 211, Bryan, TX 77802
Registered with this firm since 2/16/2017
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.