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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 | 2024-06-04 |
Branch Locations
12773 West Forest Hill Blvd. Suite 200, Wellington, FL 33414 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-12 |
Branch Locations
16241 N. Florida Ave, Lutz, FL 33549 • United States
12773 West Forest Hill Blvd. Suite 200, Wellington, FL 33414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/1999 | 01/2017 |
| Lincoln Investment | Wellington | FL | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-19 |
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