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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-10-22 |
Branch Locations
2929 Kenny Road, Suite 215, Columbus, OH 43221 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-05-30 |
Branch Locations
Crystal Lake, IL • United States
2929 Kenny Road Suite 215, Columbus, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 10/2008 | 01/2017 |
| Lincoln Investment | Columbus | OH | 01/2017 | Present |
BILL J.W. LLC POSITION: owner NATURE: Consultant INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2009 ADDRESS: 7562 Wild Mint CT, Westerville OH 43082, United States DESCRIPTION: Provideadvice and inputto churches and Christian schools in: governance, compensation, curriculum, facilities, policies, budgeting, public relations, admissions, accreditation, human resources, marketing BILL J.W. LLC POSITION: Owner, Agent NATURE: sell life insurance, fixed annuities, health insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2009 ADDRESS: 7562 Wild Mint CT, Westerville OH 43082, United States DESCRIPTION: Complete forms, answer questions regarding life insurance, fixed annuities, and health insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2010-12-13 |
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