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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 | 2021-03-25 |
Branch Locations
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 | 01/2010 | 01/2017 |
| Bugaboo Creek Steakhouse | Henrietta | NY | 07/2009 | Present |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 02/2010 | 09/2019 |
| Lincoln Investment | Rochester | NY | 01/2017 | Present |
NY MEDICARE SPECIALISTS POSITION: Independent Sales Representative NATURE: Insurance Broker INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1425 Jefferson Road, Rochester NY 14623, United States DESCRIPTION: The above hours applies to Annual Enrollment months of October through December; I market Medicare Advantage Plans. CAREVALUE POSITION: Independent Medicare Consultant NATURE: Insurance Broker INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2015 ADDRESS: 5263 Parkside Drive, Canandaigua NY 14424, United States DESCRIPTION: The above hours only applies to Open Enrollment months, October through December; I market Medicare Advantage Plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-25 |
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