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Thomas Patrick Lavery

Lincoln Investment

Palm Beach Gardens, FL

Fort Washington, PA

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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-20
FL RA APPROVED 2025-01-01
  • PA RA
    APPROVED
    Since 2026-01-20
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

Palm Beach Gardens, FL • United States

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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 Advisory Corporation Palm Beach Gardens FL 10/2011 09/2019
Lincoln Investment Fort Washington PA 01/2017 Present
  • 10/2011 → 09/2019
    Legend Advisory Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lincoln Investment
    Fort Washington, PA
Previous Registrations
  • 2013-12-06 → 2019-10-04
    Legend Advisory, Llc
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-26
  • S66 Uniform Combined State Law Examination
    2013-11-26
Other Names
  • Thomas P Lavery

View on SEC IAPD

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