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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-11-15
NY RA APPROVED 2021-03-25
  • SC RA
    APPROVED
    Since 2021-11-15
  • NY RA
    APPROVED
    Since 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

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-11-15
NY RA APPROVED 2021-05-13
  • SC RA
    APPROVED
    Since 2021-11-15
  • NY RA
    APPROVED
    Since 2021-05-13

Branch Locations

640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2012 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 02/2012 → 09/2019
    Legend Advisory Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Fort Washington, PA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-03-24
  • S63 Uniform Securities Agent State Law Examination
    2009-03-24
Other Names
  • Matthew Pisani

View on SEC IAPD

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