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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 | 2021-03-25 |
Branch Locations
General Exchange Building 3532 James Street Ste. 108, Syracuse, NY 13206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Syracuse Central Schools | N Syracuse | NY | 11/1994 | Present |
| Legend Equities Corporation | Palm Beach Gardens | FL | 06/1998 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | Syracuse | NY | 01/2017 | Present |
ROOTS TAX SERVICE POSITION: owner operator NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 8507 Long Leaf Trail, Liverpool NY 13090 DESCRIPTION: Prepare and file tax returns for clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
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