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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Baldwinsville | NY | 06/1973 | Present |
| Legend Equities Corporation | Syracuse | NY | 10/1989 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | Baldwinsville | NY | 01/2017 | Present |
MICHEL TAX & ACCOUNTING SERVICE, INC. POSITION: PRESIDENT AND TREASURER NATURE: TAX PREPARATION-PAYROLL-BOOKKEEPING-ACCOUNTING INVESTMENT RELATED: No NUMBER OF HOURS: 300 SECURITIES TRADING HOURS: 172 START DATE: 12/31/1971 ADDRESS: 32 OSWEGO STREET, BALDWINSVILLE NY 13027, United States DESCRIPTION: INCOME TAX PREPARATION AND BUSINESS MANAGEMENT RENTAL PROPERTIES POSITION: Owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/26/1998 ADDRESS: 32 Oswego Street, Baldwinsville NY 13027, United States DESCRIPTION: Own and lease rental properties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-18 |
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