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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-07-17
  • OH RA
    APPROVED
    Since 2017-07-17

Branch Locations

Crystal Lake, IL • United States

2 Summit Park Drive, Suite Suite 210, Independence, OH 44131 • 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
Legend Equities Corporation Palm Beach Gardens FL 11/2011 01/2017
Lincoln Investment Independence OH 01/2017 Present
  • 11/2011 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Independence, OH
Previous Registrations
  • 2011-12-06 → 2019-10-04
    Legend Advisory, Llc
    Independence, OH
    Independence, OH
    Palm Beach Gardens, FL
Other Businesses

Platinum Real Estate Position: Licensed real estate representative Nature: Real Estate Investment Related: Yes Hours: 8 Securities Trading Hours: 2 Start Date: 10/2/2025 Address: 7200 Center St.  Mentor, OH, 44060 Mentor, Ohio 44060 Description: Sell and buy residential property Name: Rental Property Position: Landlord Nature: Rental Property Investment Related: Yes Hours: 3 Securities Trading Hours: 0 Start Date: 3/1/2011 Address: 37438 Euclid Ave Willoughby, OH 44094 Description: Maintenance

View on SEC IAPD

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