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Nathan M Slate

Lincoln Investment

Lakewood, NY

Amherst, NY

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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

110 Mall Blvd., Lakewood, NY 14750 • United States

61 John Muir Dr. Ste. 100, Amherst, NY 14228 • 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 10/2012 01/2017
Legend Advisory Corporation Palm Beach Gardens FL 10/2012 09/2019
Lincoln Investment Lakewood NY 01/2017 Present
  • 10/2012 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 10/2012 → 09/2019
    Legend Advisory Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lincoln Investment
    Lakewood, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-04-24
  • S63 Uniform Securities Agent State Law Examination
    2012-04-24

View on SEC IAPD

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KEY INVESTMENT SERVICES LLC · Lakewood, NY
EQUITABLE ADVISORS, LLC · LAKEWOOD, NY
LPL FINANCIAL LLC · LAKEWOOD, NY
COMMONWEALTH FINANCIAL NETWORK · Jamestown, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · JAMESTOWN, NY
M.B. ENGDAHL & CO. · JAMESTOWN, NY

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