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Ryan Anthony Deppas

Lincoln Investment

Amherst, NY

Lakewood, NY

CRD 6440344

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Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States

110 Mall Blvd., Lakewood, NY 14750 • 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 01/2015 01/2017
Lincoln Investment Lakewood NY 01/2017 Present
  • 01/2015 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lakewood, NY
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-03-13
  • S63 Uniform Securities Agent State Law Examination
    2015-03-13

View on SEC IAPD

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