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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2017-06-22 |
| TX | RA | APPROVED | 2017-06-21 |
Branch Locations
100 N 6Th St. Suite 900, Waco, TX 76701 • United States
Waco, TX • 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 | 08/2006 | 01/2017 |
| Lincoln Investment | Ruidoso | NM | 01/2017 | Present |
BRADY BARHAM, INC. POSITION: President NATURE: S corp for payroll INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/20/2007 ADDRESS: 1096 Mechem Dr, Suite 223, Ruidoso NM 88345 DESCRIPTION: S Corp for payroll CBG ADMIN SERVICES POSITION: Board Member NATURE: TPA services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: PO Box 342258, Austin TX 78734 DESCRIPTION: Board Member COMBINED BENEFITS GROUP, INC POSITION: Sales, Service and Enrollment, 30% Owner NATURE: Insurance Sales & Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2023 ADDRESS: 1202 Lakeway Dr, Austin TX 78734, United States DESCRIPTION: Sales, Service and Enrolling Group Benefits for Texas Group Benefit Market as well as Managing and enrolling the New Mexico Group Benefits. BIS BURBA INSURANCE SERVICES POSITION: Managing Partner NATURE: Insurance Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2023 ADDRESS: 1096 Mechem Dr, Suite 223, Ruidoso NM 88345, United States DESCRIPTION: Assist clients with Section 125 cafeteria plan and benefit enrollment for their employees. ENMU RUIDOSO EDUCATION FOUNDATION POSITION: Board Member NATURE: Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 709 Mechem Dr, Ruidoso NM 88345, United States DESCRIPTION: Meet 4 times per year to discuss fund raising for scholarships RENTAL PROPERTY POSITION: Joint Owner in Bank account NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 403 Ocampo Court, Waco TX 76708, United States DESCRIPTION: I currently assist my wife with the properties when she needs assistance. This only includes decisions regarding the properties, paying bills and county taxes at the end of each year. The compensation is deposited to is under both our names.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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