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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-06-09 |
Branch Locations
Crystal Lake, IL • United States
2 Summit Park Drive, Suite Suite 210, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 11/2013 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 12/2013 | 09/2019 |
| Lincoln Investment | Independence | OH | 01/2017 | Present |
BAKER PREFORMANCE POSITION: Administrator NATURE: Auto build and repair on Race Cars INVESTMENT RELATED: No NUMBER OF HOURS: 13 SECURITIES TRADING HOURS: 2 START DATE: 01/21/2019 ADDRESS: 82 8th St. NW, Barberton OH 44203, United States DESCRIPTION: Office administration tasks like answering phones, retrieving messages and filing. Assisting in his health care needs. Taking care of his boat. SRC REALTY LLC/EQUITY TRUST CO. CUSTODIAN FBO SEAN R CEMM POSITION: Administrator/Coordinator NATURE: Fix and flip real-estate Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2020 ADDRESS: 3079 Camborne Blvd., Akron OH 44319, United States DESCRIPTION: Getting a fix and flip property ready to list with a realtor who will start showings. Most of the work will be on the weekends. This is more of a learning experience than for revenue. RHONDA MCCURRY POSITION: Property Owner NATURE: House rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2024 ADDRESS: 372 Temple Ave New Franklin, OH 44319 DESCRIPTION: Duties will be little. If there are maintenance issues I have someone to help.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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