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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-16 |
| FL | RA | APPROVED | 2017-06-15 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Palm Beach Gardens, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-15 |
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