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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
110 Mall Blvd., Lakewood, NY 14750 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 01/2015 | 01/2017 |
| Lincoln Investment | Lakewood | NY | 01/2017 | Present |
COMPLETE MEDICARE SERVICES POSITION: Sales Representative NATURE: Medicare Advantage/Supplemental Plan Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2019 ADDRESS: 110 Mall Blvd., Lakewood NY 14750, United States DESCRIPTION: Education and sales of Medicare Advantage and Supplemental plans
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-13 |
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