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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 | 2023-08-24 |
Branch Locations
2293 Millersport Highway, Getzville, NY 14068 • United States
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 | Palm Beach Gardens | FL | 02/2003 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | Getzville | NY | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-08 |
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