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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-11
FL RA APPROVED 2017-09-21
  • TX RA
    APPROVED
    Since 2019-02-11
  • FL RA
    APPROVED
    Since 2017-09-21

Branch Locations

16241 N. Florida Ave, Lutz, FL 33549 • United States

11413 S Hwy 301, Belleview, FL 34420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Teachers Sharing Anwers Belleview FL 08/1984 Present
Legend Equities Corporation Palm Beach Gardens FL 06/2003 01/2017
Lincoln Investment Belleview FL 01/2017 Present
  • 08/1984 → Present
    Teachers Sharing Anwers
    Belleview, FL
  • 06/2003 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Belleview, FL
Previous Registrations
  • 2003-09-11 → 2019-10-04
    Legend Advisory, Llc
    Palm Beach Gardens, FL
    Belleview, FL
  • 2002-01-07 → 2003-06-30
    Belleview, FL
Other Businesses

TEACHERS SHARING ANSWERS POSITION: Owner, Agent NATURE: Life/fixed annuity & Tax/accounting purposes/marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 60 START DATE: 06/25/1967 ADDRESS: 11413 SE US Hwy 301, Belleview FL 34420, United States DESCRIPTION: sales and flow through entity for commissions. DBA for Lincoln business EILEEN & BERT RITTER INDIVIDUALS PROPERTY RENTALS POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/1985 ADDRESS: 11413 SE US Hwy 301, Belleview FL 34420, United States DESCRIPTION: Maintain and rent properties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-25
S63 Uniform Securities Agent State Law Examination 1991-09-03
  • S65 Uniform Investment Adviser Law Examination
    1997-11-25
  • S63 Uniform Securities Agent State Law Examination
    1991-09-03

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