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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 | 2021-05-13 |
Branch Locations
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
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 |
|---|---|---|---|---|
| Epilepsy Pralid Inc | Rochester | NY | 09/2015 | Present |
| Legend Equities Corporation | Palm Beach Gardens | FL | 05/2016 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 08/2016 | 09/2019 |
| Lincoln Investment | Rochester | NY | 01/2017 | Present |
NY MEDICARE SPECIALISTS POSITION: Medicare Sales Agent. NATURE: Medicare Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/25/2019 ADDRESS: 1425 Jefferson Road, Rochester NY 14523, United States DESCRIPTION: I need with individuals and assess their Medicare needs as per their request. DISABILITY INSURANCE POSITION: Owner. NATURE: Disability and PFL Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 1425 Jefferson Road, Rochester NY 14623, United States DESCRIPTION: Companies are referred to me for their DBL and PFL insurance and I put them in touch with my general agency to have them run quotes and to handle the application process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-02 |
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