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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-11-15 |
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • United States
Charleston, SC • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-11-15 |
| NY | RA | APPROVED | 2021-05-13 |
Branch Locations
640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 01/2012 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 02/2012 | 09/2019 |
| Lincoln Investment | Fort Washington | PA | 01/2017 | Present |
NALA THE BULLDOG POSITION: I co-wrote a children's rhyming book with my wife titled "Nala The Bulldog". NATURE: Children's Book INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 133 Falaise Street, Charleston SC 29492, United States DESCRIPTION: We read the book to local audiences and people meet our dog Nala. CLEAN SLATE LIVING POSITION: Executive Director NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2012 ADDRESS: 133 Falaise Street, Charleston SC 29492, United States DESCRIPTION: I am a motivational speaker for Clean Slate Living discussing topics such as Bullying, Toxic Relationships and Addiction. PALMETTO MIRACLES LLC POSITION: Co-Owner, Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 6/20/2025 ADDRESS: 133 Falaise Street Charleston, SC 29492 DESCRIPTION: Remain in contact with property manager/ tenant. Mountain Mover Properties, LLC Position: Co-Owner Nature: Real Estate/ Investment Property Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 1/30/2026 Address: 133 Falaise Street Charleston, SC 29492 Charleston, South Carolina 29492 Description: Part owner of future rental property with my wife. Palmetto Reign LLC Position: Owner Nature: Accounting Purposes/ Tax & Accounting Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 2/6/2026 Address: 133 Falaise Street Charleston, South Carolina 29492 Description: This is set up for journaling Lincoln compensation for tax purposes. Learn Out Loud LLC Position: Owner Nature: Education and support to make healthy decisions spiritually, physically and financially. Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 1/30/2026 Address: 133 Falaise Street Charleston, SC 29492 Charleston, South Carolina 29492 Description: create content for people to learn how to live a healthy lifestyle, guest speaking, podcast, consulting with people that may want to become financial advisors. Helping people with general questions they may have about their finances.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-03-24 |
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