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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
| PA | RA | APPROVED | 2019-04-05 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Amherst | NY | 01/1994 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 01/2011 | 09/2019 |
| Lincoln Investment | Getzville | NY | 01/2017 | Present |
KROENING FARMS POSITION: Owner / operater NATURE: farming INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1980 ADDRESS: 4975 cambria road, lockport NY 14094, United States DESCRIPTION: I own a small farm with beef cattle and cash crops. I feed the cows and havest the crops in the summer DEER VALLEY ADVISORS LLC POSITION: Owner / operator NATURE: Disregarded entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2014 ADDRESS: 4975 Cambria Road, Lockport NY 14094, United States DESCRIPTION: No active duties. Legend Wealth Management , llc Position: Managing Partner, Partner Nature: pass thru LLC Investment Related: No Hours: 100 Securities Trading Hours: 100 Start Date: 1/1/2020 Address: 61 john muir drive amherst , ny 14228 Description: Managing Partner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-08-23 |
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