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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-12 |
Branch Locations
780 94Th Avenue North Suite 107, St. Petersburg, FL 33702 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&M Group Enterprises Inc | Sarasota | FL | 01/2012 | Present |
| Legend Equities Corporation | Palm Beach Gardens | FL | 04/2013 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2013 | 09/2019 |
| Lincoln Investment | St. Petersburg | FL | 01/2017 | Present |
M&M GROUP ENTERPRISES INC POSITION: President NATURE: Environmental Consulting & Design INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2005 ADDRESS: 8466 LOCKWOOD RIDGE SUITE 134, Sarasota FL 34243, United States DESCRIPTION: Provide Environmental Consulting Services SUNCOAST WEALTH SOLUTIONS INC POSITION: FINANCIAL Professional (through Lincoln)/Agent NATURE: FINANCIAL Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2014 ADDRESS: 780 94TH AVE N, SUITE107, ST PETERSBURG FL 33702, United States DESCRIPTION: FINANCIAL Services, MISC LIFE, HEALTH, ANNUITIES BOTANICA INC POSITION: President NATURE: Environmental Consulting & Design INVESTMENT RELATED: No NUMBER OF HOURS: 19 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2005 ADDRESS: 8466 LOCKWOOD RIDGE SUITE 134, Sarasota FL 34243, United States DESCRIPTION: Provide Environmental Consulting Services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 2013-07-23 |
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