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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 |
| PA | RA | APPROVED | 2019-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 10/2003 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Csm Bakery Solutions, Llc | Tucker | GA | 04/2013 | Present |
| Lincoln Investment | Lakewood | NY | 01/2017 | Present |
CHRIST FIRST UNITED METHODIST CHURCH POSITION: Investment Committee Chairman NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2019 ADDRESS: 663 Lakeview Ave, Jamestown NY 14701, United States DESCRIPTION: I will be the Chairman of the Investment Committee, responsible for an Endowment. I will not have check signing authority. DEPPAS OPERATIONS INC POSITION: IT Technical Support NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2018 ADDRESS: 110 Mall Blvd, Lakewood NY 14750, United States DESCRIPTION: This is a complimentary position to my role as Registered Representative with Lincoln Investment. I provide general Information Technology support to Louis Deppas and the rest of the people in the office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-28 |
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