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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-06-02
  • FL RA
    APPROVED
    Since 2017-06-02

Branch Locations

16241 N. Florida Ave, Lutz, FL 33549 • United States

11316 Se 62Nd. Ave. Ste. 1, Belleview, FL 34420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Inverness FL 01/2017 Present
Legend Equities Corporation Palm Beach Gardens FL 06/2003 01/2017
Teachers Sharing Answers Belleview FL 09/1998 Present
  • 01/2017 → Present
    Inverness, FL
  • 06/2003 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 09/1998 → Present
    Teachers Sharing Answers
    Belleview, FL
Previous Registrations
  • 2011-03-17 → 2019-10-04
    Legend Advisory, Llc
    Inverness, FL
    Palm Beach Gardens, FL
    Inverness, FL
    Belleview, FL
Other Businesses

COMBINED BENEFITS GROUP POSITION: I am a servicing agent and sales representative for Combined Benefits Group. NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 08/01/2009 ADDRESS: 1202 Lakeway Dr, Austin TX 78716, United States DESCRIPTION: Through Combined Benefits Group I serve as a sales and servicing representative for supplemental benefits. A HIGHER STANDARD INC. POSITION: President NATURE: Fixed/Insurance business, Flow through entity for tax/accounting purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 01/01/1999 ADDRESS: 11105 SE 92nd CT, Belleview FL 34420, United States DESCRIPTION: This is my Sub S corporation through which commissions are paid for certain fixed annuities and insurance sales. I provide sales and service for these products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-22
S63 Uniform Securities Agent State Law Examination 1998-09-08
  • S66 Uniform Combined State Law Examination
    2011-02-22
  • S63 Uniform Securities Agent State Law Examination
    1998-09-08

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