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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 | 2020-09-16 |
Branch Locations
603 Village Blvd Suite 302, West Palm Beach, FL 33409 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-23 |
Branch Locations
603 Village Blvd Ste 302, West Palm Beach, FL 33409 • United States
850 Nw Federal Hwy, Stuart, FL 34994 • United States
16241 N. Florida Ave, Lutz, FL 33549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 10/2008 | 01/2017 |
| Lincoln Investment | West Palm Beach | FL | 01/2017 | Present |
UNITED TAX & FINANCIAL SERVICES, LLC POSITION: Owner/Operator, Insurance Agent NATURE: Tax Preparation, Bookkeeping Services, Fixed Insurance & Fixed Annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/10/2004 ADDRESS: 603 Village Blvd Suite 302, West Palm Beach FL 33409, United States DESCRIPTION: We also offer fixed insurance products through several different existing IMO relationships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-23 |
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