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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-07-24 |
Branch Locations
500 Waters Edge Suite 150, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-05-30 |
| TX | RA | APPROVED | 2017-05-30 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/1989 | 01/2017 |
| Lincoln Investment | Oakbrook | IL | 01/2017 | Present |
RENT TIME SHARE POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/14/2017 ADDRESS: 5402 Challen Place, Downers grove IL 60515, United States DESCRIPTION: I rent my DVC timeshare when I do not use. DONALD E. WADE, CFP, INC POSITION: President and Sect NATURE: S Corp Tax/Accounting purpose INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 2 START DATE: 12/08/2020 ADDRESS: 500 Waters Edge, Suite 150, Lombard IL 60148, United States DESCRIPTION: I journal Lincoln Compensation through this business for Tax/acct purposes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-08 |
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