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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| KY | RA | APPROVED | 2017-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 10/2010 | 01/2017 |
| Lincoln Investment | Bowling Green | KY | 01/2017 | Present |
THE HBC GROUP, LLC POSITION: member of my husbands business NATURE: recreation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2017 ADDRESS: 2637 Lost Cove Ct, Bowling Green KY 42104, United States DESCRIPTION: I help my husband run disc golf tournaments on the weekends. AGENT-LINK POSITION: insurance agent NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2004 ADDRESS: 2001 Lake Point Way, Louisville KY 40223, United States DESCRIPTION: "I receive residual trail commissions for old business only and I am no longer appointed with any outside insurance carrier and am no longer offering or selling the products or services of any insurance carrier away from Lincoln."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-20 |
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