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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 | 2019-08-06 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 05/2016 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 06/2016 | 09/2019 |
| Lincoln Investment | Royal Oak | MI | 01/2017 | Present |
B&P FINANCIAL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2016 ADDRESS: 990 N. Main Street, Royal Oak MI 48067, United States DESCRIPTION: Offer Life, Health, LTC and Disability Income products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-09 |
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