Stephen Patrick Fallon

Current Employers

Employment History

• 08/1995 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  St. Petersburg, FL

Previous Registrations

• 2002-06-26 → 2019-10-04
  Legend Advisory, Llc
  St Petersburg, FL
  Palm Beach Gardens, FL
  Tampa, FL

Other Businesses

SUNCOAST WEALTH SOLUTIONS, INC POSITION: Vice President, Director and Owner NATURE: Financial Planning and Wealth Management Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 07/01/2018 ADDRESS: 780 94th Ave North Suite 107, St Petersburg FL 33702, United States DESCRIPTION: Engage clients in Financial Planning, Retirement Planning, Income Planning, Investments and Wealth Management. As part of that engagement where appropriate it includes Life Insurance Planning and Fixed Annuity sales outside of Lincoln Investment. STEPHEN PATRICK FALLON POSITION: Owner of Personal Rental Property NATURE: Personal Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 369 West Shore Rd, Salisbury VT 05769, United States DESCRIPTION: Owner of seasonal rental property. The tenants are only in the summer. They have come to the property long before I owned it. I have just continued to allow them to come. I devote very little if any time to the property.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-12-15

Designations

Other Names

• Patrick Fallon