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Detailed Report
JAKE R DIGREGORIO
JAKE DIGREGORIO
CRD#: 7615985
IA
Investment Adviser
B
Broker
CAPITAL ANALYSTSCRD#: 162200 8345 W. Sunset Rd.
Ste. 370
Las Vegas, NV 89113
LINCOLN INVESTMENTCRD#: 519 8345 W. Sunset Rd.
Ste. 370
Las Vegas, NV 89113
Registration History
AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2023 - 2023 (<1 year)3 FIRMS2023 - Present (1 year)
License(s)

State Registrations

B
Alabama 5/23/2024
B
Nevada 10/30/2023
B
Arizona 10/30/2023
IA
Nevada 11/2/2023
B
California 10/30/2023
B
New Mexico 9/10/2024
B
Colorado 10/30/2023
B
Tennessee 10/30/2023
B
Florida 10/30/2023
B
Utah 10/30/2023
B
Illinois 10/30/2023
B
Virginia 10/30/2023
IA
Illinois 10/31/2023
B
Washington 10/30/2023

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)
8345 W. Sunset Rd. Ste. 370, Las Vegas, NV 89113
Registered with this firm since 10/31/2023
IA
LINCOLN INVESTMENT (CRD#:519)
8345 W. Sunset Rd. Ste. 370, Las Vegas, NV 89113
Registered with this firm since 10/30/2023
B
LINCOLN INVESTMENT (CRD#:519)
8345 W. Sunset Rd. Ste. 370, Las Vegas, NV 89113
Registered with this firm since 10/30/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 05/11/2023 - 11/21/2023 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) LAS VEGAS, NV
B
 01/19/2023 - 11/21/2023 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) LAS VEGAS, NV
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.