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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-02-14 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 08/2004 | 01/2017 |
| Lincoln Investment | Erie | PA | 01/2017 | Present |
MATTHEW HAUSMANN POSITION: PREPARING CLIENTS TAXES NATURE: TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 02/04/2016 ADDRESS: 3939 WEST RIDGE RD, Erie PA 16509, United States DESCRIPTION: PREPARING TAXES FOR CLIENTS KRAUSE AGENCY POSITION: Selling Advisor NATURE: Medicaid Compliant Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/19/2021 ADDRESS: 3939 West Ridge Road, Erie PA 16506, United States DESCRIPTION: Selling Medicaid Compliant Annuity. Acting separate from Lincoln.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-20 |
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