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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 | 2024-03-08 |
Branch Locations
61 John Muir Drive Suite 100, Amherst, NY 14228 • United States
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 |
| PA | RA | APPROVED | 2019-04-05 |
Branch Locations
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 08/2015 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 10/2015 | 09/2019 |
| Lincoln Investment | Getzville | NY | 01/2017 | Present |
| Capital Analysts | Fort Washington | PA | 03/2024 | Present |
UNITED HEALTHCARE POSITION: Sales agent for Medicare/Medicaid NATURE: Medicare/Medicaid INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2016 ADDRESS: P.O. Box 1459, Minneaplois MN 55440, United States DESCRIPTION: Act as sales agent for Medicare/Medicaid Advantage and Supplement plans from United Healthcare NY MEDICARE SPECIALISTS POSITION: Independent Sales Rep NATURE: Medicare Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/09/2021 ADDRESS: 61 John Muir Dr, Suite 100, Amherst NY 14228, United States DESCRIPTION: Review and/or sell medicare advantage/supplement policies to potential clients CARE VALUE POSITION: agent NATURE: Medicare/Medicaid INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2016 ADDRESS: 61 John Muir Dr, Suite 100, Amherst NY 14228, United States DESCRIPTION: Act as sales agent for Medicare/Medicaid Advantage and Supplement plans from United Healthcare, Blue Cross Blue Shield & Univera HC GENTNER TAX ASSOCIATES POSITION: Enrolled Agent Tax Return Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2024 ADDRESS: 1961 Wehrle Drive, Suite 1, Williamsville NY 14221, United States DESCRIPTION: I hope to prepare tax returns for a small group of clients (25-75) returns from Feb-Apr annually during tax return season. I plan to begin offering tax return prep services through this existing Tax Prep office who is looking to train me and allow me to prepare some returns for the 2023 tax year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-30 |
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