John David Conquest

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-03-25

NY RA
APPROVED

Since 2021-03-25

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

1425 Jefferson Road, Rochester, NY 14623 • 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

Organization	City	State	From	To
Legend Equities Corporation	Palm Beach Gardens	FL	07/1993	01/2017
Legend Advisory Corporation	Palm Beach Gardens	FL	07/2011	09/2019
Lincoln Investment	Rochester	NY	01/2017	Present

07/1993 → 01/2017

Legend Equities Corporation

Palm Beach Gardens, FL
07/2011 → 09/2019

Legend Advisory Corporation

Palm Beach Gardens, FL
01/2017 → Present

Lincoln Investment

Rochester, NY

Previous Registrations

2014-01-09 → 2019-10-04

Legend Advisory, Llc

Rochester, NY

Palm Beach Gardens, FL

Other Businesses

HOSELTON FOUNDATION POSITION: Board member NATURE: Charity foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2019 ADDRESS: 909 Fairport Rd, East Rochester NY 14445, United States DESCRIPTION: Board member and will look at charities that the board wants to support

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-10-13

S63 Uniform Securities Agent State Law Examination

1993-10-13

Other Names

Dave Conquest

View on SEC IAPD