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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 | 2021-05-13 |
Branch Locations
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
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/1997 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | Rochester | NY | 01/2017 | Present |
SECURITY MUTUAL POSITION: Writing Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2017 ADDRESS: 1425 Jefferson Road, Rochester NY 14623, United States DESCRIPTION: As of 9/5/18 all fixed annuity, long term care and term insurance business will be placed through Lincoln. Continuing to service and receive residuals on previous insurance business. MGL RETIREMENT SOLUTIONS POSITION: Owner NATURE: Health care sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2019 ADDRESS: 12 Tilsit Way, Webster NY 14580, United States DESCRIPTION: Enroll qualified individuals in medicare plans NY MEDICARE SPECIALISTS POSITION: I educate clients on Medicare and help them enroll NATURE: Medicare INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 09/02/2019 ADDRESS: 1425 Jefferson Road, Rochester NY 14623, United States DESCRIPTION: I help educate and enroll people in Medicare RENTAL PROPERTY POSITION: I own the houses that are rented out to tenants NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2010 ADDRESS: 12 Tilsit Way, Webster NY 14580, United States DESCRIPTION: Collect rent, inspect property, maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-03 |
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