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Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-08-29
  • FL RA
    APPROVED
    Since 2019-08-29

Branch Locations

6000 N. University Drive, Tamarac, FL 33321 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-06-13
  • FL RA
    APPROVED
    Since 2017-06-13

Branch Locations

6000 N. University Dr. Suite 100, Tamarac, FL 33321 • United States

16241 N. Florida Ave, Lutz, FL 33549 • 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
Legend Equities Corporation Palm Beach Gardens FL 06/2004 01/2017
Lincoln Investment Tamarac FL 01/2017 Present
  • 06/2004 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Tamarac, FL
Previous Registrations
  • 2004-06-24 → 2019-10-04
    Legend Advisory, Llc
    Palm Beach Gardens, FL
    Tamarac, FL
  • 1992-11-02 → 2004-06-23
    Osaic Fa, Inc.
    Deerfield Beach, FL
Other Businesses

TEACHER'S FINANCIAL SERVICES POSITION: President NATURE: Insurance Sales & Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 38 START DATE: 01/01/1992 ADDRESS: 6000 North University Dr, Tamarac FL 33321, United States DESCRIPTION: Sales& services life health and annuities Rental Property Position: Co-Owner Nature: Rental Property Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2021 Address: 145 Biltmore Ave #504 Asheville, NC 28801 Description: The property is managed by a property manager. They do everything and send me a check and I pay the mortgage. Rental Property Position: Co-Owner Nature: Rental Property Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 10/1/2024 Address: 3756 Berenstain Dr St. Augustine, FL 32092 Description: Collect and deposit the rent check and pay property tax and HOA fee. Tenant is responsible for upkeep of the property.

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