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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
6311 Fly Road, East Syracuse, NY 13057 • 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 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
6690 Hammersmith Drive, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2019 | Present |
| Grandjean, Wagner, Beiter & Co | East Syracuse | NY | 12/2010 | Present |
| Choicepay Inc | East Syracuse | NY | 01/2015 | 07/2021 |
JDE EXCLUSIVE PROPERTIES LLC POSITION: Managing Member NATURE: Self Rental/Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/15/2021 ADDRESS: 3316 QUAKER LADY CIRCLE, BALDWINSVILLE NY 13027, United States DESCRIPTION: Own and manage self-rental property. The LLC was created to hold a piece of commercial property (currently under contract for purchase, close ETA March 15) that will be a self rental to my company, Grandjean, Beiter & Company, LLC. The owners of the LLC that will hold the property as well as the owners of Grandjean, Beither & Company, LLC are the same, with the same percentages of ownership. Grandjean, Wagner, Beiter & Co POSITION: Co-Owner and CPA NATURE: Accounting, Bookkeeping & Tax Service INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 12/20/2010 ADDRESS: 6690 Hammersmith Dr, East Syracuse NY 13057, United States DESCRIPTION: Client services: I prepare individual and business tax returns. I also assist clients with tax planning and bookkeeping services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
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