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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-04-04
  • PA RA
    APPROVED
    Since 2019-04-04

Branch Locations

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

1214 State Route 93 Suite 1, Berwick, PA 18603 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lincoln Investment Berwick PA 01/2017 Present
Bitler & Associates Berwick PA 08/1989 Present
Legend Equities Corporation Palm Beach Gardens FL 01/2004 01/2017
  • 01/2017 → Present
    Berwick, PA
  • 08/1989 → Present
    Bitler & Associates
    Berwick, PA
  • 01/2004 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
Previous Registrations
  • 2004-08-23 → 2019-10-04
    Legend Advisory, Llc
    Berwick, PA
    Palm Beach Gardens, FL
    Berwick, PA
  • 2003-06-16 → 2004-01-29
    Signator Financial Services, Inc.
    Berwick, PA
Other Businesses

RHM POSITION: agent NATURE: Life Ins. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2004 ADDRESS: 527 plymouth road, plymouth meeting PA 19462, United States DESCRIPTION: selling life Ins. ICA/ICB POSITION: agent NATURE: long term care INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1987 ADDRESS: 100 enterprise, rockway NJ 07866, United States DESCRIPTION: long term care LYCOMING SUPPLY POSITION: Director NATURE: Demolition & Construction INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1990 ADDRESS: 801 Berber St, Williamsport PA 17701, United States DESCRIPTION: Director BITLER & ASSOC. POSITION: Owner NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2003 ADDRESS: 1214 St Rt 93 Suite 1, Berwick PA 18603, United States DESCRIPTION: Rental space in Building

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-03
S63 Uniform Securities Agent State Law Examination 1983-03-10
  • S65 Uniform Investment Adviser Law Examination
    1997-01-03
  • S63 Uniform Securities Agent State Law Examination
    1983-03-10
Other Names
  • Gordy Bitler

View on SEC IAPD

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