James A Fasolino

Current Employers

Employment History

• 06/2008 → 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
  Garden City South, NY

Other Businesses

Marien Heim of Brooklyn, Inc. and related entities POSITION: Board Member NATURE: Healthcare Services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 ADDRESS: 870 Ocean Parkway, Brooklyn NY 11230, United States DESCRIPTION: Review & discuss reports presented to Board. Recused from involvement with investment decisions for the organization.  JOHN SPINELLI, CPA POSITION: Tax Return Preparer NATURE: Accounting and Tax Services INVESTMENT RELATED: No NUMBER OF HOURS: 17 SECURITIES TRADING HOURS: 10 START DATE: 10/11/2013 ADDRESS: 100 Merrick Road, Suite 514W, Rockville Centre NY 11570, United States DESCRIPTION: Tax Return Preparation VARIOUS POSITION: Self Employed NATURE: Accounting and Tax Services INVESTMENT RELATED: No NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2008 ADDRESS: 584 Ardsley Blvd, Garden City South NY 11530, United States DESCRIPTION: Perform accounting services (account analysis and reconciliations) and tax returns (employment, tax and income tax) for various small business and individuals. RK CONSULTANTS LLC/RYNIKER CONSULTANTS LLC POSITION: Tax Consultant NATURE: Bankruptcy Consultants INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2021 ADDRESS: 1178 Broadway, #1505, New York NY 10001, United States DESCRIPTION: Tax Compliance Reporting for federal, state and certain local municipalities as well as tax consulting.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-09-24