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Detailed Report
Zachary James Carr
CRD#: 7742258
IA
Investment Adviser
B
Broker
CAPITAL ANALYSTSCRD#: 162200 601 Office Center Drive
Suite 300
Fort Washington, PA 19034
LINCOLN INVESTMENTCRD#: 519 601 Office Center Drive
Suite 300
Fort Washington, PA 19034
Registration History
Oct2024AprJulOct2025AprJulOct20263 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
California 10/28/2024
B
New Jersey 10/28/2024
B
Colorado 11/6/2024
B
New Mexico 11/6/2024
B
Connecticut 1/15/2025
B
New York 11/6/2024
B
Florida 11/6/2024
B
North Carolina 11/8/2024
B
Idaho 11/6/2024
B
Ohio 11/6/2024
B
Illinois 11/6/2024
B
Oklahoma 11/6/2024
B
Indiana 11/6/2024
B
Pennsylvania 6/13/2024
B
Iowa 11/6/2024
IA
Pennsylvania 6/13/2024
B
Maryland 11/15/2024
B
Texas 10/28/2024
B
Massachusetts 11/15/2024
B
Virginia 1/23/2025
B
Missouri 11/6/2024
B
West Virginia 11/6/2024
B
Nevada 1/15/2025

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)
601 Office Center Drive Suite 300, Fort Washington, PA 19034
Registered with this firm since 9/30/2024
IA
LINCOLN INVESTMENT (CRD#:519)
601 Office Center Drive Suite 300, Fort Washington, PA 19034
Registered with this firm since 6/13/2024
B
LINCOLN INVESTMENT (CRD#:519)
601 Office Center Drive Suite 300, Fort Washington, PA 19034
Registered with this firm since 4/30/2024
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.