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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-05 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-05 |
Branch Locations
2437 Fountain Lane, 2437 Fountain Lane, MI 49127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 11/2015 | 01/2017 |
| Lincoln Investment | Stevensville | MI | 01/2017 | Present |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2017 | 09/2019 |
EXECUTIVE TAX AND FINANCIAL SERVICES POSITION: ADMINISTRATIVE ASSISTANT TO VICKI GORT, AN INVESTMENT ADVISOR REPRESENTATIVE. NATURE: PREPARING TAXES AND HELPING PEOPLE WITH THEIR INVESTMENTS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 11/02/2015 ADDRESS: 2437 Fountain Ln, Stevensville MI 49127, United States DESCRIPTION: ADMINISTRATIVE DUTIES - TAKING AND MAKING PHONE CALLS FOR VICKI GORT, PREPARING PAPERWORK FOR VICKI'S APPOINTMENTS, REVIEW NON-ADVISORY CLIENT ACCOUNTS, AND HELP WITH MAINTAINING CLIENT FILES. Fixed Insurance Business Position: Agent Nature: Selling Fixed Insurance products Investment Related: Yes Hours: 24 Securities Trading Hours: 18 Start Date: 5/14/2026 Address: 2437 Fountain Lane Stevensville, Michigan 49127 Description: To help clients find suitable fixed insurance products to help fulfill their financial needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-07 |
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