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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-05 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-02 |
Branch Locations
2016 Lake Disston Dr., Bunnell, FL 32110 • United States
16241 N. Florida Ave, Lutz, FL 33549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/1996 | 01/2017 |
| Lincoln Investment | Ormond Beach | FL | 01/2017 | Present |
INSURANCE SALES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2017 ADDRESS: 227 Putnam Ave, Ormond Beach FL 32174, United States DESCRIPTION: Life Insurance fixed annuity sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-07 |
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