SERGIO JESUS ESTEVES is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL ANALYSTS, LLC | 2019-01-30 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2017-09-27 | present | Yes |
| LEGEND ADVISORY, LLC | 2009-10-06 | 2019-10-04 | — |
| INVEST FINANCIAL CORPORATION | 2007-07-24 | 2009-09-03 | — |