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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
| FL | RA | APPROVED | 2017-06-27 |
Branch Locations
780 94Th Avenue North Suite 107, St. Petersburg, FL 33702 • United States
Fort Myers, FL • United States
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
| FL | RA | APPROVED | 2020-09-03 |
Branch Locations
2293 Millersport Highway, Getzville, NY 14068 • United States
9052 Properity Way, Fort Myers, FL 33913 • United States
780 94Th Ave N Suite 107, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/2014 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 12/2014 | 09/2019 |
| Lincoln Investment | St. Petersburg | FL | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
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