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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
3532 James Street Suite 108, Syracuse, NY 13206 • 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
General Exchange Building 3532 James Street Ste. 108, Syracuse, NY 13206 • United States
947 Waterside Lane, Bradenton, FL 34209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Syracuse | NY | 01/1994 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | Syracuse | NY | 01/2017 | Present |
THOMAS F BIRD POSITION: self employed tax preparer NATURE: tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2018 ADDRESS: 52 Kyrstyna Lane, Jordan New York 13080 DESCRIPTION: Tax preparation (hours per month are February through April)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-12 |
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