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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-03-10 |
Branch Locations
4514 East Camp Lowell Drive, Tucson, AZ 85712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 04/2012 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 02/2013 | 09/2019 |
| Lincoln Investment | Fort Washington | PA | 01/2017 | Present |
Solis Financial Services LLC POSITION: Managing officer. NATURE: tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 12129 N Washbed Dr, Oro Valley AZ 85755, United States DESCRIPTION: LLC is just a pass through for tax purposes. Lincoln commissions paid to myself, as an individual, then the funds are sent to the LLC, and back to myself as compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-25 |
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