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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-16
FL RA APPROVED 2017-06-15
  • PA RA
    APPROVED
    Since 2026-01-16
  • FL RA
    APPROVED
    Since 2017-06-15

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Palm Beach Gardens, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Legend Equities Corporation Palm Beach Gardens FL 08/2011 01/2017
Lincoln Investment Fort Washington PA 01/2017 Present
Legend Advisory Llc Palm Beach Gardens FL 06/2017 09/2019
  • 08/2011 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Fort Washington, PA
  • 06/2017 → 09/2019
    Legend Advisory Llc
    Palm Beach Gardens, FL
Previous Registrations
  • 2017-06-26 → 2019-10-04
    Legend Advisory, Llc
    Palm Beach Gardens, FL
Other Businesses

ROBERT FRANKL POSITION: Owner of personal rental property since 12/12/2006. NATURE: Personal rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2006 ADDRESS: 225 Murcia Drive, Unit 204, Jupiter FL 33458, United States DESCRIPTION: Address any maintenance type issues with unit if they occur. ROBERT FRANKL POSITION: Partner with friend NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2019 ADDRESS: 8519 Portobello Lane, Palm Beach Gardens FL 33418, United States DESCRIPTION: Find and invest in potential house flip projects. PALM REALTY COMPANY OF SOUTH FLORIDA, LLC POSITION: Owner; real estate sales in evenings and on weekends. NATURE: Real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 8519 Portobello Lane, Palm Beach Gardens FL 33418, United States DESCRIPTION: Broker of real estate firm out of my house with possibility of future agents added down the road.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-12
S63 Uniform Securities Agent State Law Examination 1997-08-15
  • S65 Uniform Investment Adviser Law Examination
    2017-06-12
  • S63 Uniform Securities Agent State Law Examination
    1997-08-15
Other Names
  • Bucky Frankl

View on SEC IAPD

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